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.
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 383 MADISON AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $14,358 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $8,884 |
THE ANGELL PENSION GROUP, INC.11+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · E PROVIDENCE, RI 02914 | Contract Administrator | $1,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,145 | $132,049-78.7% | $200,582-86.0% | $74,304-62.1% |
| Participation rate | 99.1% | 84.1%+15.1pp | 86.9%+12.3pp | 60.3%+38.8pp |
| Annual return | 8.69% | 22.22%-13.5pp | 42.33%-33.6pp | 29.43%-20.7pp |
| Employer contribution / active EE | $2,016 | $4,558-55.8% | $6,419-68.6% | $2,241-10.0% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $170 | $2,405-92.9% | $16,305-99.0% | $2,969-94.3% |