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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $56,889 |
PETER CHANG ENTERPRISES, INC.1+ years Filed as: PETER CHANG ENTERPRISES Service code 50 · EIN 38-2958486 | Direct Payment | $16,737 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $16,375 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $16,250 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING, LLP Service code 11 · EIN 06-1454513 | Actuarial | $8,987 |
AEROTEK PROFESSIONAL SERVICES1+ years Filed as: AEROTEK Service code 50 · EIN 52-1822806 | Direct Payment | $5,574 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 11.87% | 12.40%-0.5pp | 10.16%+1.7pp | 23.90%-12.0pp |
| Employer contribution / active EE | $3,638 | $8,748-58.4% | $33,192-89.0% | $16,539-78.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |