Filed April 30, 2013
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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $4,756,309 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $820,636 |
ALBOURNE AMERICA LLC2+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $240,000 |
BLACKSTONE1 year Filed as: BLACKSTONE REAL ESTATE PARTNER Service code 27 · EIN 47-3395623 | Advisory (Plan) | $139,771 |
Service code 15 · EIN 13-1924236 | Recordkeeping | $68,765 |
CAYMAN LP1 year Service code 27 | Advisory (Plan) | $55,974 |
Filed as: RISK COMPLIANCE PERFORMANCE SOLNS Service code 16 · EIN 27-4064715 | Consulting | $14,498 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 8.20% | 10.84%-2.6pp | 5.00%+3.2pp | 5.86%+2.3pp |
| Employer contribution / active EE | $25,342 | $5,136+393.4% | $35,918-29.4% | $10,137+150.0% |
| Participant deferral / active EE | $87 | $464-81.3% | $75+15.0% | $492-82.4% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |