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 LLC4+ years Filed as: JPMORGAN CHASE BANK, NA Service code 13 · EIN 13-4994650 | Contract Administrator | $12,674,034 |
BLACKSTONE4+ years Filed as: BLACKSTONE REAL ESTATE PARTNERS Service code 28 · EIN 26-0288589 | Investment Management | $486,408 |
Service code 59 · EIN 98-1207502 | Shareholder Servicing | $240,240 |
Filed as: FORTRESS INVESTMENT GROUP LLC Service code 59 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Shareholder Servicing | $168,172 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS & CO Service code 68 200 WEST STREET, 29TH FLOOR · NEW YORK, NV 10282 | Soft dollars commissions | $153,948 |
DEMARCHE ASSOCIATES, INC.4+ years Service code 17 · EIN 43-1493130 | Pension Consulting | $124,328 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $68,961 |
Service code 59 | Shareholder Servicing | $68,170 |
GOLDMAN SACHS3 years Filed as: SANDTON CAPITAL PARTNERS Service code 59 16 W 46TH STREET · NEW YORK CITY, NY 10036 | Shareholder Servicing | $60,439 |
Service code 59 · EIN 36-4844667 | Shareholder Servicing | $60,085 |
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 | $894,319,009-100.0% | $50,635-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 6.48% | 24.48%-18.0pp | 18.06%-11.6pp | 24.48%-18.0pp |
| Employer contribution / active EE | $5,019 | $9,418-46.7% | $30,411-83.5% | $9,418-46.7% |
| Participant deferral / active EE | $1,783 | $501+255.8% | $40+4397.3% | $501+255.8% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,675-100.0% | $2,968,729-100.0% |