Filed May 22, 2008
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 383 MADISON AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $15,745 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $9,644 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · E PROVIDENCE, RI 02914 | Contract Administrator | $600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,164 | $122,063-74.5% | $184,256-83.1% | $74,478-58.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.56% | 19.92%-6.4pp | 28.85%-15.3pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $2,264 | $4,539-50.1% | $6,427-64.8% | $2,626-13.8% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $187 | $1,253-85.0% | $13,899-98.7% | $1,946-90.4% |