Filed February 23, 2010 (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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $179,088 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 · EIN 04-1867445 | Investment Management | $114,355 |
PRICEWATERHOUSECOOPERS LLP10+ years Filed as: PRICEWATERHOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $75,700 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 4.00% | 8.21%-4.2pp | 3.39%+0.6pp | 8.21%-4.2pp |
| Employer contribution / active EE | $0 | $13,841-100.0% | $31,780-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $62-100.0% | $83-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |