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 LLC6+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-2924208 575 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Bank Trustee | $646,019 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1559360 800 BOYLSTON STREET · BOSTON, MA 02199 | Actuarial | $135,389 |
Filed as: CAPTRUST Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $44,323 |
BCA WATSON RICE LLP6+ years Filed as: BCA WATSON RICE Service code 10 · EIN 26-1726741 5 PENN PLAZA · NEW YORK, NY 10001 | Accounting | $24,460 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $22,161 |
Filed as: JPMORGAN Service code 21 · EIN 13-2924208 575 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Bank Trustee | $9,000 |
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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 | $444,552-100.0% | $97,450-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 41.9%-41.9pp | 3.7%-3.7pp |
| Annual return | 25.01% | 15.63%+9.4pp | 10.56%+14.4pp | 15.63%+9.4pp |
| Employer contribution / active EE | $1,487 | $11,476-87.0% | $28,542-94.8% | $11,476-87.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $484-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,464-100.0% | $429-100.0% |