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 LLC3 years Filed as: JP MORGAN CHASE & CO Service code 21 · EIN 13-4994650 | Bank Trustee | $507,120 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $339,176 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $101,573 |
ROPES & GRAY LLP3 years Filed as: ROPES & GRAY Service code 29 800 BOYLSTON STREET · BOSTON, MA 01299 | Legal | $27,594 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $27,000 |
BCA WATSON RICE LLP9+ years Filed as: BCA WATSON RICE Service code 10 · EIN 26-1726741 | Accounting | $17,500 |
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 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 11.61% | 9.30%+2.3pp | 7.82%+3.8pp | 9.30%+2.3pp |
| Employer contribution / active EE | $1,837 | $12,551-85.4% | $31,823-94.2% | $12,551-85.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $365-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |