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 LLC4+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $6,252,785 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $715,193 |
BLACKSTONE3 years Filed as: BLACKSTONE REAL ESTATE PARTNER Service code 27 · EIN 47-3395623 | Advisory (Plan) | $170,648 |
ALBOURNE AMERICA LLC4+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $48,000 |
Filed as: MEMORIAL SLOAN KETTERING CANCER CTR Service code 15 · EIN 13-1924236 | Recordkeeping | $31,299 |
RISK COMPLIANCE PERFORMANCE SOL.4+ years Filed as: RISK COMPLIANCE PERFORMANCE SOLUTNS Service code 16 · EIN 27-4064715 | Consulting | $12,575 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -0.21% | 16.96%-17.2pp | -102.04%+101.8pp | 73.13%-73.3pp |
| Employer contribution / active EE | $4,021 | $5,316-24.4% | $36,232-88.9% | $8,421-52.3% |
| Participant deferral / active EE | $110 | $1100% | $48+129.5% | $293-62.6% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |