Filed October 19, 2004
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 |
|---|---|---|
JP MORGAN SECURITIES LLC2+ years Filed as: JP MORGAN TRUST COMPANY Service code 27 800 CONNECTICUT AVE. NW, SUITE 1100 · WASHINGTON, DC 20006 | Advisory (Plan) | $16,930 |
AB FUNDS2+ years Filed as: SANFORD C. BERNSTEIN & CO., LLC Service code 27 6712 BONAVENTURE COURT · BETHESDA, MD 20817 | Advisory (Plan) | $11,265 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $677,296 | $85,766+689.7% | $136,298+396.9% | $70,126+865.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.29% | 31.46%-20.2pp | 5156.27%-5145.0pp | 73.15%-61.9pp |
| Employer contribution / active EE | $22,343 | $2,966+653.3% | $4,696+375.8% | $2,343+853.8% |
| Participant deferral / active EE | $5,307 | $5,051+5.1% | $6,247-15.1% | $3,332+59.3% |
| Admin fee / account holder | $316 | $5,421-94.2% | $9,244-96.6% | $4,645-93.2% |