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 LLP5+ years Filed as: BCA WATSON RICE Service code 10 · EIN 26-1726741 5 PENN PLAZA · NEW YORK, NY 10001 | Accounting | $0 |
Filed as: CAP FINANCIAL PARTNERS Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-2924208 575 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Bank Trustee | $0 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1559360 800 BOYLSONT 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.
Annual investment return 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 | $75,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | -7.28% | 12.86%-20.1pp | 6.78%-14.1pp | 12.86%-20.1pp |
| Employer contribution / active EE | $1,633 | $13,687-88.1% | $28,542-94.3% | $13,687-88.1% |
| Participant deferral / active EE | $0 | $833-100.0% | $763-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,754-100.0% | - |