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 | $380,270 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE & CO Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $318,635 |
AON CONSULTING7+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $107,028 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 28 · EIN 06-0058143 | Investment Management | $98,159 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 25 P.O. BOX 8266 · BOSTON, MI 022668266 | Directed Trustee | $30,000 |
CROWE LLP5 years Service code 16 225 WEST WACKER DRIVE · CHICAGO, IL 606061224 | Consulting | $28,530 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 5.56% | 7.76%-2.2pp | 36.37%-30.8pp | 15.63%-10.1pp |
| Employer contribution / active EE | $15,731 | $10,188+54.4% | $37,223-57.7% | $11,476+37.1% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |