Filed July 19, 1991
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 LLC8 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $58,671 |
Filed as: MONDRIAN INVESTMENT GROUP(US) INC. Service code 50 1105 MARKET STREET · WILMINGTON, DE 19801 | Direct Payment | $28,056 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $621,575 | $107,415+478.7% | $135,998+357.0% | $80,187+675.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 17.17% | 91.99%-74.8pp | 68.37%-51.2pp | 40.40%-23.2pp |
| Employer contribution / active EE | $40,847 | $3,878+953.3% | $4,860+740.6% | $2,980+1270.9% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $7 | $127-94.5% | $10,769-99.9% | $145-95.2% |