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 ANALTYICS2+ years Filed as: FOREFRONT ANALYTICS, LLC Service code 27 ONE TOWER BRIDGE · WEST CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $162,917 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 81-0675641 | Actuarial | $102,414 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 21 245 PARK AVENUE · NEW YORK, NY 10167 | Bank Trustee | $26,846 |
HANCOCK WHITNEY BANK1 year Filed as: WHITNEY BANK Service code 21 · EIN 64-0169065 | Bank Trustee | $10,412 |
RETIREMENT ADVISORS, LLC2+ years Filed as: RETIREMENT ADVISORS Service code 27 5001 SPRING VALLEY ROAD · DALLAS, TX 75252 | Advisory (Plan) | $8,845 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 2.49% | 5.09%-2.6pp | 5.00%-2.5pp | 7.18%-4.7pp |
| Employer contribution / active EE | $0 | $7,393-100.0% | $35,918-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |