Filed July 1, 2008
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 |
|---|---|---|
Filed as: LOCKTON Service code 16 · EIN 20-8874282 | Consulting | $104,705 |
ERNST & YOUNG LLP5 years Service code 10 · EIN 34-6565596 | Accounting | $21,000 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHASE BUSINESS FORMS Service code 38 · EIN 45-6114133 | Participant Communication | $16,585 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,273,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,114 | $52,155+30.6% | $101,275-32.7% | $106,273-35.9% |
| Participation rate | 63.8% | 81.2%-17.3pp | 75.8%-12.0pp | 70.8%-7.0pp |
| Annual return | 17.84% | 13.07%+4.8pp | 46.46%-28.6pp | 21.70%-3.9pp |
| Employer contribution / active EE | $1,346 | $3,414-60.6% | $3,660-63.2% | $2,722-50.5% |
| Participant deferral / active EE | $4,476 | $2,716+64.8% | $4,370+2.4% | $4,601-2.7% |
| Admin fee / account holder | -$80 | $102-178.9% | $5,948-101.3% | $78-202.3% |