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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN CHASE BANK, NATIONAL ASSO Service code 24 · EIN 13-4994650 | Discretionary Trustee | $151,653 |
Filed as: WILLIS TOWERS WATSON INVESTMENT SER Service code 17 · EIN 52-1868818 | Pension Consulting | $137,755 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 9.53% | 33.70%-24.2pp | 14.64%-5.1pp | 53.27%-43.7pp |
| Employer contribution / active EE | $18,395 | $14,473+27.1% | $41,831-56.0% | $14,774+24.5% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |