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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible 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 | 6625.40%-6624.6pp | 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% |