Filed October 25, 2002
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 |
|---|---|---|
FOREFRONT ANALTYICS1+ years Filed as: FOREFRONT ANALYTICS, LLC Service code 27 ONE TOWER BRIDGE · WEST CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $195,696 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 81-0675641 | Actuarial | $187,809 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 21 245 PARK AVENUE · NEW YORK, NY 10167 | Bank Trustee | $52,308 |
RETIREMENT ADVISORS, LLC1+ years Filed as: RETIREMENT ADVISORS Service code 27 5001 SPRING VALLEY ROAD · DALLAS, TX 75252 | Advisory (Plan) | $9,408 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -2.75% | -0.96%-1.8pp | -2.01%-0.7pp | -0.60%-2.1pp |
| Employer contribution / active EE | $26,863 | $6,828+293.4% | $34,453-22.0% | $12,272+118.9% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |