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 | $1,445,558 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN RPS Service code 15 · EIN 71-0930784 | Recordkeeping | $237,786 |
SEI INVESTMENTS1+ years Filed as: SEI Service code 27 · EIN 23-1707341 | Advisory (Plan) | $33,500 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN SECURITIES LLC Service code 28 · EIN 13-4110995 | Investment Management | $13,358 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD HOLM, LLP Service code 29 · EIN 47-0389074 | Legal | $7,484 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,065 | $46,516+14.1% | $147,618-64.1% | $69,651-23.8% |
| Participation rate | 98.6% | 65.8%+32.7pp | 84.6%+13.9pp | 66.6%+32.0pp |
| Annual return | 6.52% | 9.48%-3.0pp | 61.98%-55.5pp | 53.77%-47.2pp |
| Employer contribution / active EE | $2,694 | $1,393+93.4% | $5,564-51.6% | $2,241+20.3% |
| Participant deferral / active EE | $3,587 | $2,719+31.9% | $4,895-26.7% | $3,635-1.3% |
| Admin fee / account holder | $61 | $45+35.8% | $11,612-99.5% | $63-3.8% |