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 |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $239,704 |
AMERICAN FUNDS2 years Filed as: WELLINGTON INT QUAL GROWTH FUND Service code 28 · EIN 46-3226461 | Investment Management | $93,929 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MICRO CAP FUND Service code 28 · EIN 20-3460618 | Investment Management | $56,678 |
ERNST & YOUNG LLP2 years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $53,099 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMCB LONG CREDIT FUND Service code 28 · EIN 13-4027152 | Investment Management | $52,030 |
Filed as: JPMCB LONG TREASURY FUND Service code 28 · EIN 13-4027152 | Investment Management | $49,751 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $45,058 |
BLACKROCK8+ years Filed as: BLACKROCK LONG DURATION CORPORATE Service code 28 · EIN 27-4520291 | Investment Management | $36,281 |
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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% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -20.12% | -2.41%-17.7pp | -38.86%+18.7pp | 23.41%-43.5pp |
| Employer contribution / active EE | $7,357 | $7,691-4.3% | $37,756-80.5% | $12,650-41.8% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |