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 LLC7+ years Filed as: JPMORGAN CHASE BANK, NA Service code 13 · EIN 13-4994650 | Contract Administrator | $17,788,768 |
BLACKSTONE1 year Filed as: BLACKSTONE RE PARTNERS IX Service code 28 · EIN 83-2580229 | Investment Management | $750,000 |
CRESTLINE OPPORTUNITY FUND2 years Filed as: CRESTLINE OPPORTUNITY FUND III Service code 28 · EIN 98-1444540 | Investment Management | $487,019 |
BLACKSTONE2 years Filed as: BLACKSTONE RE PARTNERS VII Service code 28 · EIN 61-1683971 | Investment Management | $442,482 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $291,172 |
Service code 28 · EIN 90-0841473 | Investment Management | $199,891 |
Service code 28 | Investment Management | $139,948 |
DEMARCHE ASSOCIATES, INC.7+ years Service code 17 · EIN 43-1493130 | Pension Consulting | $137,110 |
GOLDMAN SACHS7+ years Filed as: GOLDMAN SACHS & CO Service code 57 200 WEST STREET, 29TH FLOOR · NEW YORK, NY 10282 | Redemption fees; Soft dollars commiss... | $124,457 |
BLACKSTONE1 year Filed as: BLACKSTONE REAL ESTATE PARTNERS VII Service code 28 · EIN 47-3395623 | Investment Management | $113,140 |
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 | $1,469,698-100.0% | $53,690-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | 5.78% | 7.68%-1.9pp | -4.80%+10.6pp | 7.68%-1.9pp |
| Employer contribution / active EE | $3,624 | $9,142-60.4% | $30,897-88.3% | $9,142-60.4% |
| Participant deferral / active EE | $1,965 | $462+325.3% | $64+2973.5% | $462+325.3% |
| Admin fee / account holder | $0 | $19,323-100.0% | $40,849-100.0% | $19,323-100.0% |