Filed April 21, 2005 (most recent of 6 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 |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENT Service code 21 · EIN 04-2452803 | Bank Trustee | $1,121,775 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE Service code 11 270 PARK AVENUE · NEW YORK, NY 100172070 | Actuarial | $425,032 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $90,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 13 · EIN 27-4411131 | Contract Administrator | $74,651 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 9.90% | 13.15%-3.2pp | -2.84%+12.7pp | 11.45%-1.6pp |
| Employer contribution / active EE | $38,760 | $23,714+63.4% | $33,329+16.3% | $17,219+125.1% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |