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 |
|---|---|---|
Filed as: JP MORGAN CHASE & CO Service code 21 · EIN 13-4994650 | Bank Trustee | $704,988 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $243,730 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $93,246 |
Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $36,000 |
BCA WATSON RICE LLP7+ years Filed as: BCA WATSON RICE Service code 10 · EIN 26-1726741 5 PENN PLAZA · NEW YORK, NY 10001 | Accounting | $25,450 |
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY Service code 29 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 100368704 | Legal | $20,054 |
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 | $2,456,633-100.0% | $56,546-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 50.6%-50.6pp | 1.5%-1.5pp |
| Annual return | -12.23% | 23.41%-35.6pp | -11.22%-1.0pp | 23.41%-35.6pp |
| Employer contribution / active EE | $1,391 | $12,650-89.0% | $32,882-95.8% | $12,650-89.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $579-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,473-100.0% | $14,884-100.0% |