Filed March 18, 2011
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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $201,290 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMCB LONG CREDIT FUND Service code 28 · EIN 13-4027152 | Investment Management | $71,778 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $42,889 |
BLACKROCK1+ years Filed as: BLACKROCK LONG DURATION CORPORATE Service code 28 · EIN 27-4520291 | Investment Management | $37,670 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MICRO CAP FUND Service code 28 · EIN 20-3460618 | Investment Management | $25,688 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $24,117 |
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Form 5500 reported that benefits due were not provided when due.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -0.74% | 4.01%-4.7pp | -2.01%+1.3pp | 1.67%-2.4pp |
| Employer contribution / active EE | $16,647 | $6,352+162.1% | $34,453-51.7% | $10,506+58.5% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |