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 LLC5+ years Filed as: JPMORGAN CHASE BANK, NA Service code 13 · EIN 13-4994650 | Contract Administrator | $13,349,955 |
BLACKSTONE5+ years Filed as: BLACKSTONE REAL ESTATE PARTNERS Service code 28 · EIN 47-3395623 | Investment Management | $869,660 |
Service code 28 · EIN 90-0841473 | Investment Management | $388,377 |
TCI FUND MANAGEMENT LIMITED2 years Service code 28 1270 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $192,168 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $186,261 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS & CO Service code 68 200 WEST STREET, 29TH FLOOR · NEW YORK, NV 10282 | Soft dollars commissions | $169,666 |
Service code 28 | Investment Management | $153,802 |
DEMARCHE ASSOCIATES, INC.5+ years Service code 17 · EIN 43-1493130 | Pension Consulting | $129,300 |
GOLDMAN SACHS4 years Filed as: SANDTON CAPITAL PARTNERS Service code 28 16 W 46TH STREET · NEW YORK CITY, NY 10036 | Investment Management | $112,232 |
PROPRINT, INC.5+ years Service code 36 · EIN 43-1337788 | Copying and duplicating; Direct payme... | $106,375 |
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | -5.50% | 13.80%-19.3pp | 793.01%-798.5pp | 13.80%-19.3pp |
| Employer contribution / active EE | $3,775 | $10,386-63.7% | $27,004-86.0% | $10,386-63.7% |
| Participant deferral / active EE | $1,822 | $448+306.5% | $154+1082.1% | $448+306.5% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |