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 LLC3 years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $347,863 |
MFS INVESTMENT MANAGEMENT5+ years Service code 28 · EIN 57-1187284 | Investment Management | $247,929 |
Filed as: PRUDENTIAL INVESTMENT Service code 28 · EIN 22-1211670 | Investment Management | $246,157 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 11 · EIN 82-1061233 | Actuarial | $193,720 |
GENESIS ASSET MANAGERS LLP4 years Filed as: GENESIS EMERGING MARKETS FUND Service code 28 · EIN 22-3163872 | Investment Management | $185,617 |
MERCER3 years Filed as: MERCER(US) INC Service code 11 · EIN 13-2834414 | Actuarial | $155,686 |
Filed as: PYRAMIS Service code 28 · EIN 20-4659714 | Investment Management | $113,339 |
ROCATON INVESTMENT ADVISORS, LLC5+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $70,087 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $62,694 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 04-1867445 | Investment Management | $35,430 |
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 16.87% | 22.40%-5.5pp | 29.77%-12.9pp | 21.83%-5.0pp |
| Employer contribution / active EE | $10,031 | $13,519-25.8% | $33,607-70.2% | $12,237-18.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |