Filed December 14, 2011
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 LLC1+ years Filed as: JPM INSTITUTIONAL INVEST, INC Service code 26 · EIN 13-4062153 | Advisory (Participants) | $150,450 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $78,200 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $27,050 |
CONNER & WINTERS1+ years Filed as: CONNER & WINTERS LLP Service code 10 · EIN 73-1388566 | Accounting | $12,678 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Shareholder servicing fees; Securitie... | $3,976 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE BANK Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 59 · EIN 13-4994650 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,939 | $71,957+51.4% | $67,652+61.0% | $59,188+84.1% |
| Participation rate | 98.2% | 82.7%+15.5pp | 75.7%+22.5pp | 69.4%+28.7pp |
| Annual return | 0.77% | 8.53%-7.8pp | 6625.04%-6624.3pp | 5.51%-4.7pp |
| Employer contribution / active EE | $6,212 | $2,432+155.4% | $2,266+174.2% | $2,098+196.1% |
| Participant deferral / active EE | $6,950 | $4,211+65.0% | $3,560+95.2% | $3,265+112.9% |
| Admin fee / account holder | $114 | $64+77.8% | $4,821-97.6% | $92+23.7% |