Filed April 5, 1995
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 |
|---|---|---|
JP MORGAN SECURITIES LLC7 years Filed as: JP MORGAN SECURITIES Service code 28 · EIN 13-4110995 | Investment Management | $133,536 |
AGILIS PARTNERS LLC3 years Service code 11 · EIN 04-3513306 | Actuarial | $84,507 |
KEY BANK NATIONAL ASSOCIATION10+ years Filed as: KEY BANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $22,874 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $943,036-100.0% | $943,036-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 5.16% | 4.96%+0.2pp | 5.62%-0.5pp | 13.05%-7.9pp |
| Employer contribution / active EE | $43,407 | $47,340-8.3% | $37,825+14.8% | $37,664+15.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $48-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $31,365-100.0% |