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 LLC8+ years Filed as: JPMORGAN CHASE BANK, NA Service code 13 · EIN 13-4994650 | Contract Administrator | $16,514,291 |
BLACKSTONE3 years Filed as: BLACKSTONE RE PARTNERS VII Service code 28 · EIN 61-1683971 | Investment Management | $3,209,249 |
BLACKSTONE2 years Filed as: BLACKSTONE RE PARTNERS IX Service code 28 · EIN 83-2580229 | Investment Management | $692,964 |
SANDTON CAPITAL SOLUTIONS V2 years Filed as: SANDTON V Service code 28 · EIN 98-1590786 | Investment Management | $470,000 |
BLACKSTONE2 years Filed as: BLACKSTONE REAL ESTATE PARTNERS VII Service code 28 · EIN 47-3395623 | Investment Management | $458,616 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $247,229 |
FORTRESS LENDING FUND II2 years Service code 28 · EIN 85-0602433 | Investment Management | $211,984 |
Service code 28 · EIN 98-1532208 | Investment Management | $210,414 |
GOLDMAN SACHS8+ years Filed as: GOLDMAN SACHS & CO Service code 57 200 WEST STREET, 29TH FLOOR · NEW YORK, NY 10282 | Soft dollars commissions; Redemption ... | $198,758 |
FCF GSOF1 year Service code 28 · EIN 90-0841473 | Investment Management | $171,382 |
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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 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -8.78% | 13.18%-22.0pp | 15.31%-24.1pp | 13.18%-22.0pp |
| Employer contribution / active EE | $4,017 | $8,469-52.6% | $28,686-86.0% | $8,469-52.6% |
| Participant deferral / active EE | $2,151 | $322+567.8% | $126+1604.7% | $322+567.8% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |