Filed June 14, 2008 (most recent of 6 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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $567,698 |
Filed as: TOWERS WATSON DELEWARE Service code 11 · EIN 53-0181291 | Actuarial | $80,058 |
PETER CHANG ENTERPRISES, INC.2+ years Filed as: PETER CHANG ENTERPRISES Service code 50 · EIN 38-2958486 | Direct Payment | $43,416 |
FRASER TREBILCOCK DAVIS1 year Service code 29 · EIN 38-2259306 | Legal | $16,640 |
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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 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | -90.14% | -114.99%+24.8pp | -102.04%+11.9pp | -82.67%-7.5pp |
| Employer contribution / active EE | $0 | $39,361-100.0% | $36,232-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |