Filed January 6, 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.
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $35,721 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $33,697 |
PETER CHANG ENTERPRISES, INC.2+ years Service code 16 · EIN 38-2958486 | Consulting | $21,450 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $17,615 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $7,900 |
FRASER TREBILCOCK DAVIS2+ years Service code 29 · EIN 38-2259306 | Legal | $7,465 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | -93.79% | 4.17%-98.0pp | 5.00%-98.8pp | 4.16%-98.0pp |
| Employer contribution / active EE | $0 | $39,228-100.0% | $35,918-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |