Filed August 20, 2009
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.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, NA Service code 13 · EIN 13-4994650 | Contract Administrator | $9,983,585 |
GMAG SPECIAL OPPORTUNITIES FUND1+ years Filed as: GMAG SPECIAL OPPORTUNITIES FUND LLC Service code 28 · EIN 90-0841473 | Investment Management | $2,391,883 |
BLACKSTONE1+ years Filed as: BLACKSTONE REAL ESTATE PARTNERS Service code 28 · EIN 26-0288589 | Investment Management | $1,918,738 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $307,760 |
DEMARCHE ASSOCIATES, INC.1+ years Service code 17 · EIN 43-1493130 | Pension Consulting | $121,890 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS & CO Service code 68 200 WEST STREET, 29TH FLOOR · NEW YORK, NV 10282 | Soft dollars commissions | $85,674 |
PROPRINT, INC.1+ years Service code 36 · EIN 43-1337788 | Direct payment from the plan; Copying... | $74,075 |
INFOGIX HOLDINGS, INC.1+ years Service code 28 · EIN 45-5284560 | Investment Management | $60,000 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $42,222 |
SHOOK HARDY & BACON LLP1+ years Service code 29 · EIN 44-0585497 | Legal | $18,405 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $169,917-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 10.3%-10.3pp | 4.2%-4.2pp |
| Annual return | 1.76% | 10.64%-8.9pp | 7.98%-6.2pp | 10.64%-8.9pp |
| Employer contribution / active EE | $4,837 | $11,561-58.2% | $23,724-79.6% | $11,561-58.2% |
| Participant deferral / active EE | $1,714 | $347+393.3% | $53+3131.9% | $347+393.3% |
| Admin fee / account holder | $0 | $312-100.0% | $636-100.0% | $312-100.0% |