Filed August 1, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $45,000 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $37,177 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,747 | $89,123-30.7% | $102,460-39.7% | $77,762-20.6% |
| Participation rate | 86.3% | 80.9%+5.4pp | 76.5%+9.8pp | 70.6%+15.7pp |
| Annual return | 9.74% | 25.05%-15.3pp | 29.47%-19.7pp | 31.27%-21.5pp |
| Employer contribution / active EE | $1,899 | $2,700-29.7% | $3,025-37.2% | $2,728-30.4% |
| Participant deferral / active EE | $3,790 | $5,148-26.4% | $5,056-25.0% | $4,651-18.5% |
| Admin fee / account holder | $81 | $236-65.6% | $9,460-99.1% | $433-81.3% |