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 LLC4 years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $308,953 |
Filed as: PRUDENTIAL INVESTMENT Service code 28 · EIN 22-1211670 | Investment Management | $252,573 |
MERCER4 years Filed as: MERCER(US) INC Service code 11 · EIN 13-2834414 | Actuarial | $232,363 |
Filed as: FIDELITY INV INST OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $221,395 |
GENESIS ASSET MANAGERS LLP5 years Filed as: GENESIS EMERGING MARKETS FUND Service code 28 · EIN 22-3163872 | Investment Management | $185,570 |
MFS INVESTMENT MANAGEMENT6+ years Service code 28 · EIN 57-1187284 | Investment Management | $180,455 |
Filed as: FIDELITY INST ASSET MGT TRUST CO Service code 28 · EIN 20-2159373 | Investment Management | $146,555 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $79,681 |
ROCATON INVESTMENT ADVISORS, LLC6+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $75,681 |
STATE STREET GLOBAL ADVISORS6+ years Service code 28 · EIN 04-1867445 | Investment Management | $62,828 |
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 12.50% | 13.15%-0.6pp | -2.84%+15.3pp | 11.45%+1.0pp |
| Employer contribution / active EE | $5,212 | $23,714-78.0% | $33,329-84.4% | $17,219-69.7% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |