Filed March 17, 2003
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 LLC3 years Filed as: JP MORGAN CHASE BANK NY Service code 16 · EIN 13-6038768 | Consulting | $300,082 |
PFM ADVISORS6 years Filed as: PFM ASSET MANAGEMENT LLC Service code 16 1 KEYSTONE PLAZA · HARRISBURG, PA 17101 | Consulting | $220,272 |
WELLS FARGO BANK, N.A.5 years Service code 12 1021 E. CARY STREET · RICHMOND, VA 23219 | Participant communication; Recordkeep... | $18,021 |
ARNETT CARBIS TOOTHMAN LLP2 years Service code 13 · EIN 54-0486667 | Contract Administrator | $16,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 11.54% | 9.72%+1.8pp | 10.75%+0.8pp | 13.24%-1.7pp |
| Employer contribution / active EE | $10,412 | $10,988-5.2% | $35,170-70.4% | $14,616-28.8% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |