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 LLC9+ years Filed as: JPMORGAN CHASE BANK, NA Service code 13 · EIN 13-4994650 | Contract Administrator | $16,458,936 |
BLACKROCK1 year Filed as: BLACKROCK RE PARTNERS X Service code 28 · EIN 88-2405544 | Investment Management | $1,161,319 |
BLACKROCK1 year Filed as: BLACKROCK RE PARTNERS IX Service code 28 · EIN 83-2580229 | Investment Management | $620,600 |
PERCEPTIVE1 year Service code 28 · EIN 98-1669430 | Investment Management | $470,702 |
Service code 28 · EIN 98-1532208 | Investment Management | $396,305 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $287,607 |
BLACKROCK1 year Filed as: BLACKROCK REAL ESTATE PARTNERS VIII Service code 28 · EIN 47-3395623 | Investment Management | $222,625 |
FORTRESS LENDING FUND II3 years Service code 28 · EIN 85-0602433 | Investment Management | $211,660 |
DEMARCHE ASSOCIATES, INC.9+ years Service code 17 · EIN 43-1493130 | Pension Consulting | $142,980 |
Service code 28 · EIN 98-1590786 | Investment Management | $117,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 6.31% | 8.85%-2.5pp | 6.70%-0.4pp | 8.85%-2.5pp |
| Employer contribution / active EE | $1,024 | $8,529-88.0% | $25,217-95.9% | $8,529-88.0% |
| Participant deferral / active EE | $2,187 | $399+447.9% | $47+4549.0% | $399+447.9% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |