Filed December 30, 2010 (most recent of 2 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: JPMORGAN CHASE BANK Service code 14 · EIN 13-6038768 | Plan Administrator | $113,473 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $112,189 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $57,319 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $18,750 |
LANER MUCHIN3 years Filed as: LANER MUCHIN LTD Service code 29 · EIN 36-3088463 | Legal | $17,995 |
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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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 20.10% | 221.56%-201.5pp | 29.77%-9.7pp | 53.27%-33.2pp |
| Employer contribution / active EE | $12,156 | $12,096+0.5% | $33,607-63.8% | $14,774-17.7% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |