Filed May 7, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $8,175 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,657 | $54,281+142.5% | $60,547+117.4% | $59,188+122.4% |
| Participation rate | 97.3% | 66.8%+30.6pp | 68.0%+29.4pp | 69.4%+27.9pp |
| Annual return | 1.50% | 1.74%-0.2pp | 335.64%-334.1pp | 5.51%-4.0pp |
| Employer contribution / active EE | $3,354 | $2,031+65.1% | $2,419+38.6% | $2,098+59.8% |
| Participant deferral / active EE | $3,873 | $2,789+38.9% | $3,328+16.4% | $3,265+18.6% |
| Admin fee / account holder | $26 | $64-60.0% | $4,536-99.4% | $92-72.0% |