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 LLC5+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $6,089,449 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $908,870 |
BLACKSTONE4 years Filed as: BLACKSTONE REAL ESTATE PARTNER Service code 27 · EIN 47-3395623 | Advisory (Plan) | $231,505 |
CAYMAN LP4 years Service code 27 | Advisory (Plan) | $70,477 |
Service code 15 · EIN 13-1924236 | Recordkeeping | $50,248 |
ALBOURNE AMERICA LLC5+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $48,000 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 16 610 16TH STREET, SUITE 205 · OAKLAND, CA 94612 | Consulting | $36,395 |
Filed as: RISK COMPLIANCE PERFORMANCE SOLNS Service code 16 · EIN 27-4064715 | Consulting | $7,302 |
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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 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 17.00% | 1023.85%-1006.8pp | 20.73%-3.7pp | 1023.85%-1006.8pp |
| Employer contribution / active EE | $24,813 | $11,605+113.8% | $36,503-32.0% | $11,605+113.8% |
| Participant deferral / active EE | $147 | $275-46.6% | $77+89.6% | $275-46.6% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |