Filed March 29, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JPMORGAN CHASE & CO. Service code 11 · EIN 13-4994650 | Actuarial | $431,845 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $346,521 |
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $69,842 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $25,595 |
US BANK1 year Filed as: U.S. BANCORP Service code 29 · EIN 41-0255900 | Legal | $22,079 |
Filed as: CITIGROUP INC. Service code 27 · EIN 52-1568099 | Advisory (Plan) | $19,387 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL Service code 18 · EIN 35-7085469 | Non-monetary compensation; Custodial ... | $16,881 |
BLACKROCK2 years Service code 27 40 EAST 52ND STREET · NEW YORK, NC 10022 | Advisory (Plan) | $14,678 |
Filed as: BANK OF AMERICA CORPORATION Service code 15 · EIN 59-0906609 | Recordkeeping | $7,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 10.01% | 221.56%-211.5pp | 29.77%-19.8pp | 53.27%-43.3pp |
| Employer contribution / active EE | $13,090 | $12,096+8.2% | $33,607-61.1% | $14,774-11.4% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |