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.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $6,046,320 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,572,107 |
ALBOURNE AMERICA LLC3+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $240,000 |
Filed as: MEMORIAL SLOAN KETTERING CANCER CTR Service code 15 · EIN 13-1924236 | Recordkeeping | $212,791 |
BLACKSTONE2 years Filed as: BLACKSTONE REAL ESTATE PARTNER Service code 27 · EIN 47-3395623 | Advisory (Plan) | $90,000 |
CAYMAN LP2 years Service code 27 | Advisory (Plan) | $57,282 |
Filed as: RISK COMPLIANCE PERFORMANCE SOLNS Service code 16 · EIN 27-4064715 | Consulting | $19,468 |
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 14.92% | 14.80%+0.1pp | 10.16%+4.8pp | 16.32%-1.4pp |
| Employer contribution / active EE | $20,267 | $5,344+279.2% | $33,192-38.9% | $12,766+58.8% |
| Participant deferral / active EE | $94 | $48+94.3% | $66+42.7% | $800-88.3% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |