Filed January 14, 1998
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 |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: 1607 CAPITAL PARTNERS INTL EQUITY Service code 27 · EIN 26-0529973 13 SOUTH 13TH STREET · RICHMOND, VA 23219 | Advisory (Plan) | $65,104 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE NORTH AMERICA Service code 21 · EIN 13-4994650 14201 NORTH DALLAS PARKWAY · DALLAS, TX 75254 | Bank Trustee | $48,254 |
MONDRIAN FUNDS1+ years Filed as: MONDRIAN INTL SMALL EQUITY FUND, LP Service code 27 · EIN 33-1117950 1105 N MARKET STREET · WILMINGTON, DE 19801 | Advisory (Plan) | $32,415 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -4.87% | -0.96%-3.9pp | -2.01%-2.9pp | -0.60%-4.3pp |
| Employer contribution / active EE | $6,724 | $6,828-1.5% | $34,453-80.5% | $12,272-45.2% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |