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 | $18,025 |
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 | $68,709 | $54,281+26.6% | $60,547+13.5% | $59,188+16.1% |
| Participation rate | 78.3% | 66.8%+11.5pp | 68.0%+10.3pp | 69.4%+8.8pp |
| Annual return | 2.05% | 1.74%+0.3pp | 335.64%-333.6pp | 5.51%-3.5pp |
| Employer contribution / active EE | $2,335 | $2,031+14.9% | $2,419-3.5% | $2,098+11.3% |
| Participant deferral / active EE | $2,703 | $2,789-3.1% | $3,328-18.8% | $3,265-17.2% |
| Admin fee / account holder | $5 | $64-91.6% | $4,536-99.9% | $92-94.1% |