Filed November 9, 2005 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 265 FRANKLIN ST · BOSTON, MA 02110 | Advisory (Plan) | $18,598 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,284 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,538 | $79,169-13.4% | $100,415-31.7% | $74,478-8.0% |
| Participation rate | 88.1% | 79.4%+8.7pp | 81.5%+6.6pp | 67.2%+20.9pp |
| Annual return | 11.86% | 20.51%-8.7pp | 49.47%-37.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,950 | $7,751-61.9% | $8,091-63.5% | $4,350-32.2% |
| Admin fee / account holder | $120 | $1,337-91.0% | $7,906-98.5% | $1,946-93.8% |