Filed December 11, 2007 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 101 SOUTH HANLEY ROAD · ST. LOUIS, MO 631053487 | Investment Management | $366,145 |
Filed as: JPMORGAN CHASE & CO Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $337,078 |
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $173,815 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 28 · EIN 06-0058143 | Investment Management | $96,995 |
CROWE LLP4 years Service code 16 225 WEST WACKER DRIVE · CHICAGO, IL 606061224 | Consulting | $43,675 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 25 P.O. BOX 8266 · BOSTON, MI 022668266 | Directed Trustee | $41,250 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 16.89% | 12.05%+4.8pp | 793.01%-776.1pp | 12.86%+4.0pp |
| Employer contribution / active EE | $0 | $21,947-100.0% | $27,004-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |