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.
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, NA Service code 13 · EIN 13-4994650 | Contract Administrator | $10,234,890 |
BLACKSTONE2+ years Filed as: BLACKSTONE REAL ESTATE PARTNERS Service code 28 · EIN 26-0288589 | Investment Management | $2,597,229 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $244,982 |
GMAG SPECIAL OPPORTUNITIES FUND2+ years Filed as: GMAG SPECIAL OPPORTUNITIES FUND LLC Service code 28 · EIN 90-0841473 | Investment Management | $239,414 |
Filed as: INCUS CAPITAL Service code 59 | Shareholder Servicing | $170,319 |
GOLDMAN SACHS1 year Filed as: SANDTON CAPITAL PARTNERS Service code 59 16 W 46TH STREET · NEW YORK CITY, NY 10036 | Shareholder Servicing | $155,462 |
DEMARCHE ASSOCIATES, INC.2+ years Service code 17 · EIN 43-1493130 | Pension Consulting | $121,890 |
PROPRINT, INC.2+ years Service code 36 · EIN 43-1337788 | Direct payment from the plan; Copying... | $76,423 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS & CO Service code 68 200 WEST STREET, 29TH FLOOR · NEW YORK, NV 10282 | Soft dollars commissions | $72,226 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $44,013 |
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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 | $14,491,905-100.0% | $180,484-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 10.1%-10.1pp | 5.3%-5.3pp |
| Annual return | 8.63% | 1057.21%-1048.6pp | 10.53%-1.9pp | 1057.21%-1048.6pp |
| Employer contribution / active EE | $4,338 | $14,374-69.8% | $29,360-85.2% | $14,374-69.8% |
| Participant deferral / active EE | $1,739 | $351+395.2% | $54+3102.6% | $351+395.2% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,273-100.0% | $81,210-100.0% |