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 LLC2 years Service code 64 383 MADISON AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $12,415 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARFT 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $7,591 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · E PROVIDENCE, RI 02914 | Contract Administrator | $1,200 |
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 | $26,607 | $136,307-80.5% | $177,840-85.0% | $73,493-63.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 16.36% | 18.68%-2.3pp | 48.32%-32.0pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,717 | $3,712-53.8% | $5,919-71.0% | $2,270-24.4% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $130 | $596-78.1% | $12,431-99.0% | $513-74.6% |