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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE & CO Service code 21 · EIN 13-4994650 | Bank Trustee | $664,655 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $266,900 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $73,300 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $39,000 |
BCA WATSON RICE LLP8+ years Filed as: BCA WATSON RICE Service code 10 · EIN 26-1726741 5 PENN PLAZA · NEW YORK, NY 10001 | Accounting | $26,450 |
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 | $13,363-100.0% | $186,774-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 55.8%-55.8pp | 2.2%-2.2pp |
| Annual return | 6.63% | 9.11%-2.5pp | 7.78%-1.2pp | 9.11%-2.5pp |
| Employer contribution / active EE | $3,056 | $12,231-75.0% | $32,517-90.6% | $12,231-75.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $504-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $3,044-100.0% | $125-100.0% |