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.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,711,351 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $158,270 |
Filed as: MILLER CANFIELD PADDOCK AND STONE Service code 29 · EIN 38-0836500 | Legal | $117,748 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $95,000 |
PETER CHANG ENTERPRISES, INC.7+ years Service code 15 · EIN 38-2958486 | Recordkeeping | $68,700 |
K&L GATES1 year Service code 29 210 SIXTH AVENUE · PITTSBURGH, PA 15222 | Legal | $60,047 |
COMERICA BANK5 years Service code 19 · EIN 42-1741646 | Securities Custodian | $55,597 |
FUND DIRECT ADVISORS5 years Filed as: FUND EVALUATION GROUP, LLC Service code 16 · EIN 01-0694771 | Consulting | $45,903 |
Service code 49 · EIN 38-2397643 | Other Services | $35,496 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 72 | Other investment fees and expenses | $8,980 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $258,723-100.0% | $247,553-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 50.4%-50.4pp | 55.8%-55.8pp |
| Annual return | 4.10% | 34.49%-30.4pp | 32.33%-28.2pp | 24.44%-20.3pp |
| Employer contribution / active EE | $0 | $36,004-100.0% | $33,964-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |