Filed July 1, 2010 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 13 · EIN 04-3275867 | Contract Administrator | $495,910 |
AON CONSULTING9+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $212,227 |
KATZ, SAPPER & MILLER10+ years Service code 10 · EIN 35-1090346 | Accounting | $27,500 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $330,599-100.0% | - | $330,599-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 43.7%-43.7pp |
| Annual return | -1.21% | 0.38%-1.6pp | 3.39%-4.6pp | 13.05%-14.3pp |
| Employer contribution / active EE | $0 | $47,609-100.0% | $31,780-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $83-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,365-100.0% | - | $31,365-100.0% |