Filed December 15, 1995 (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: JPMORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,932,772 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,554,408 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $110,783 |
TEXTRON INC. ADMIN2 years Filed as: TEXTRON INC Service code 14 · EIN 05-0315468 | Plan Administrator | $97,642 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840458 | Legal | $54,885 |
COVINGTON & BURLING LLP3+ years Filed as: COVINGTON & BURLINGTON Service code 29 · EIN 53-0188411 | Legal | $32,994 |
NORTHGATE IV LP3+ years Filed as: NORTHGATE ARINSO Service code 99 · EIN 65-1205969 | Other Fees | $14,817 |
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 | $119,827 | $136,209-12.0% | $82,313+45.6% | $80,976+48.0% |
| Participation rate | 98.0% | 88.0%+10.0pp | 76.9%+21.1pp | 68.3%+29.8pp |
| Annual return | 18.49% | 21.54%-3.1pp | 25.88%-7.4pp | 22.91%-4.4pp |
| Employer contribution / active EE | $3,960 | $3,633+9.0% | $2,428+63.1% | $2,402+64.8% |
| Participant deferral / active EE | $6,335 | $6,693-5.3% | $3,706+70.9% | $3,848+64.6% |
| Admin fee / account holder | $43 | $62-30.7% | $5,608-99.2% | $67-36.1% |