Filed April 30, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $4,716,418 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,533,415 |
ALBOURNE AMERICA LLC1+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $240,000 |
RISK COMPLIANCE PERFORMANCE SOL.1+ years Filed as: RISK COMPLIANCE PERFORMANCE SOLUTNS Service code 16 200 DRYDEN ROAD EAST · DRESHER, PA 19025 | Consulting | $18,489 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 0.50% | 3.11%-2.6pp | -2.01%+2.5pp | 3.11%-2.6pp |
| Employer contribution / active EE | $12,202 | $9,361+30.3% | $34,453-64.6% | $9,361+30.3% |
| Participant deferral / active EE | $69 | $375-81.5% | $34+104.9% | $375-81.5% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |