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 | $335,096 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE & CO Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $273,715 |
AON CONSULTING8+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $137,041 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 28 · EIN 06-0058143 | Investment Management | $101,104 |
Filed as: PRINCIPAL Service code 25 711 HIGH STREET · DES MOINES, IA 503920150 | Directed Trustee | $30,000 |
CROWE LLP6 years Service code 16 225 WEST WACKER DRIVE · CHICAGO, IL 606061224 | Consulting | $23,535 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -22.87% | -13.75%-9.1pp | -4.80%-18.1pp | 23.41%-46.3pp |
| Employer contribution / active EE | $0 | $13,276-100.0% | $30,897-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |