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.
| Provider | Service type | Compensation |
|---|---|---|
BCA WATSON RICE LLP2+ years Filed as: BCA WATSON RICE Service code 10 · EIN 26-1726741 5 PENN PLAZA · NEW YORK, NY 10001 | Accounting | $0 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $0 |
Filed as: JPMORGAN CHASE Service code 21 · EIN 13-2924208 575 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Bank Trustee | $0 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 800 BOYSLTON STREET · BOSTON, MA 02199 | Actuarial | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $127,144-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 0.0%0pp |
| Annual return | 12.30% | 17.84%-5.5pp | 9.35%+2.9pp | 17.84%-5.5pp |
| Employer contribution / active EE | $2,547 | $14,688-82.7% | $25,504-90.0% | $14,688-82.7% |
| Participant deferral / active EE | $0 | $770-100.0% | $1,066-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,049-100.0% | - |