Filed October 18, 2004
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 LLC10+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 76-0400240 PO BOX 710812 · COLUMBUS, OH 432710812 | Securities Custodian | $748,403 |
BOKF, NA7 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $88,859 |
LUTHER KING CAPITAL MANAGEMENT10+ years Service code 27 · EIN 75-0163033 310 COMMERCE ST · FT WORTH, TX 76102 | Advisory (Plan) | $75,869 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,601 | $85,660+57.1% | $140,514-4.2% | $85,660+57.1% |
| Participation rate | 85.0% | 74.8%+10.1pp | 77.8%+7.2pp | 74.8%+10.1pp |
| Annual return | 9.36% | 19.52%-10.2pp | 14.36%-5.0pp | 19.52%-10.2pp |
| Employer contribution / active EE | $0 | $4,199-100.0% | $3,378-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $3,849 | $3,518+9.4% | $4,919-21.7% | $3,518+9.4% |
| Admin fee / account holder | $568 | $224+153.6% | $13,697-95.9% | $224+153.6% |