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 LLC6+ years Filed as: JPMORGAN CHASE BANK, NA Service code 13 · EIN 13-4994650 | Contract Administrator | $14,706,510 |
BLACKSTONE1 year Filed as: BLACKSTONE RE ADVISORS Service code 28 · EIN 83-2580229 | Investment Management | $710,974 |
BLACKSTONE6+ years Filed as: BLACKSTONE REAL ESTATE PARTNERS Service code 28 · EIN 47-3395623 | Investment Management | $387,156 |
Service code 28 · EIN 90-0841473 | Investment Management | $333,406 |
BLACKSTONE1 year Filed as: BLACKSTONE RE PARTNERS VII Service code 28 · EIN 61-1683971 | Investment Management | $238,852 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $148,643 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS & CO Service code 68 200 WEST STREET, 29TH FLOOR · NEW YORK, NY 10282 | Soft dollars commissions | $146,238 |
Filed as: CRESTLINE OPPORTUNITY FUND III Service code 28 · EIN 98-1444540 | Investment Management | $144,275 |
Service code 28 | Investment Management | $136,694 |
DEMARCHE ASSOCIATES, INC.6+ years Service code 17 · EIN 43-1493130 | Pension Consulting | $134,472 |
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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 | $0 | $54,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.0%0pp |
| Annual return | 51.10% | 13.51%+37.6pp | 36.37%+14.7pp | 13.51%+37.6pp |
| Employer contribution / active EE | $3,694 | $8,170-54.8% | $37,223-90.1% | $8,170-54.8% |
| Participant deferral / active EE | $1,831 | $488+274.9% | $524+249.2% | $488+274.9% |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |