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 LLC3+ years Filed as: JPMORGAN CHASE BANK, NA Service code 13 · EIN 13-4994650 | Contract Administrator | $11,482,372 |
BREP 101 year Filed as: BREP VII, VIII Service code 59 · EIN 26-0288589 | Shareholder Servicing | $2,046,764 |
BLACKSTONE3+ years Filed as: BLACKSTONE REAL ESTATE PARTNERS Service code 28 · EIN 26-0288589 | Investment Management | $273,814 |
GMAG SPECIAL OPPORTUNITIES FUND3+ years Filed as: GMAG SPECIAL OPPORTUNITIES FUND LLC Service code 28 · EIN 90-0841473 | Investment Management | $222,345 |
GOLDMAN SACHS2 years Filed as: SANDTON CAPITAL PARTNERS Service code 59 16 W 46TH STREET · NEW YORK CITY, NY 10036 | Shareholder Servicing | $181,751 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $136,518 |
DEMARCHE ASSOCIATES, INC.3+ years Service code 17 · EIN 43-1493130 | Pension Consulting | $121,890 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS & CO Service code 68 200 WEST STREET, 29TH FLOOR · NEW YORK, NV 10282 | Soft dollars commissions | $115,168 |
PROPRINT, INC.3+ years Service code 36 · EIN 43-1337788 | Direct payment from the plan; Copying... | $51,575 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $44,850 |
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Participant contribution per participant 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 | $7,764,297-100.0% | $476,019-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 11.91% | -1.95%+13.9pp | 4.36%+7.6pp | -1.95%+13.9pp |
| Employer contribution / active EE | $4,384 | $9,243-52.6% | $27,383-84.0% | $9,243-52.6% |
| Participant deferral / active EE | $1,807 | $425+325.4% | $75+2308.2% | $425+325.4% |
| Admin fee / account holder | $0 | $62,356-100.0% | $14,020-100.0% | $62,356-100.0% |