Filed September 13, 2007 (most recent of 4 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 LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $358,105 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $175,140 |
Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $22,560 |
WISS & COMPANY, LLP6 years Service code 10 · EIN 22-1732349 | Accounting | $15,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $56,546-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 50.6%-50.6pp | 5.6%-5.6pp |
| Annual return | -18.76% | 39.82%-58.6pp | -11.22%-7.5pp | 39.82%-58.6pp |
| Employer contribution / active EE | $13,953 | $19,980-30.2% | $32,882-57.6% | $19,980-30.2% |
| Participant deferral / active EE | $0 | $614-100.0% | $579-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,473-100.0% | $62-100.0% |