Filed November 22, 2005 (most recent of 3 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: JPM INSTITUTIONAL INVESTMENTS INC Service code 28 · EIN 13-4062153 | Investment Management | $89,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $45,234 | $46,516-2.8% | $147,618-69.4% | $69,651-35.1% |
| Participation rate | 8.6% | 65.8%-57.2pp | 84.6%-76.0pp | 66.6%-57.9pp |
| Annual return | 0.54% | 9.48%-8.9pp | 61.98%-61.4pp | 53.77%-53.2pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $2,719-100.0% | $4,895-100.0% | $3,635-100.0% |
| Admin fee / account holder | $43 | $45-2.9% | $11,612-99.6% | $63-31.2% |