Filed May 10, 2005 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 95-3703295 | Investment Management | $203,594 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $150,520 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $137,820 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 6.36% | -1.12%+7.5pp | -2.18%+8.5pp | 0.19%+6.2pp |
| Employer contribution / active EE | $51,458 | $12,052+327.0% | $38,751+32.8% | $13,763+273.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |