Filed September 29, 2006 (most recent of 3 filings on file)
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 LLC2 years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $249,442 |
MFS INVESTMENT MANAGEMENT4+ years Service code 28 · EIN 57-1187284 | Investment Management | $246,891 |
ALIGHT SOLUTIONS LLC1 year Service code 11 · EIN 82-1061233 | Actuarial | $220,267 |
GENESIS ASSET MANAGERS LLP3 years Filed as: GENESIS EMERGING MARKETS FUND Service code 28 · EIN 22-3163872 | Investment Management | $164,385 |
MERCER2 years Filed as: MERCER(US) INC Service code 11 · EIN 13-2834414 | Actuarial | $159,425 |
ROCATON INVESTMENT ADVISORS, LLC4+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $157,876 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $129,855 |
Filed as: PYRAMIS Service code 28 · EIN 20-4659714 | Investment Management | $121,695 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 | Investment Management | $61,382 |
Filed as: PRUDENTIAL INVESTMENT Service code 28 · EIN 22-1211670 | Investment Management | $51,050 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.82% | 201.32%-206.1pp | 12.68%-17.5pp | 33.37%-38.2pp |
| Employer contribution / active EE | $6,324 | $10,877-41.9% | $22,860-72.3% | $11,253-43.8% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |