Filed November 26, 2007 (most recent of 2 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 LLC4 years Filed as: JP MORGAN CHASE & CO Service code 21 · EIN 13-4994650 | Bank Trustee | $928,900 |
Filed as: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $224,010 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $106,652 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $39,000 |
WATSONRICE LLP1 year Service code 10 · EIN 26-1726741 | Accounting | $38,600 |
ROPES & GRAY LLP4 years Filed as: ROPES & GRAY Service code 29 800 BOYLSTON STREET · BOSTON, MA 01299 | Legal | $14,722 |
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Employer 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 | $97,195-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 45.3%-45.3pp | 0.0%0pp |
| Annual return | 8.56% | 8.75%-0.2pp | 5.08%+3.5pp | 8.75%-0.2pp |
| Employer contribution / active EE | $2,727 | $15,185-82.0% | $21,287-87.2% | $15,185-82.0% |
| Participant deferral / active EE | $0 | $753-100.0% | $803-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $19,300-100.0% | - |