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 |
|---|---|---|
BCAWATSON RICE1 year Service code 10 · EIN 26-1726741 5 PENN PLAZA · NEW YORK, NY 10001 | Accounting | $0 |
Filed as: CAPFINANCIALPARTNERS Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-2924208 575 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Bank Trustee | $0 |
Filed as: WILLISTOWERSWATSON Service code 11 · EIN 23-1559360 800 BOYLSTON STREET · BOSTON, MA 02199 | Actuarial | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $341,093,897-100.0% | $143,222-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 18.10% | 21.83%-3.7pp | 8.97%+9.1pp | 21.83%-3.7pp |
| Employer contribution / active EE | $1,932 | $12,237-84.2% | $37,026-94.8% | $12,237-84.2% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,023-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,546-100.0% | $1,551,325-100.0% |