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 LLC6+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $7,127,338 |
BLACKSTONE5 years Filed as: BLACKSTONE REAL ESTATE PARTNER Service code 27 · EIN 47-3395623 | Advisory (Plan) | $1,241,538 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $739,990 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $105,009 |
PARTNERCOMM, INC1 year Filed as: PARTNERCOMM, INC. Service code 16 · EIN 75-2541310 | Consulting | $69,602 |
COVINGTON & BURLING LLP1 year Service code 29 · EIN 53-0188411 | Legal | $68,807 |
ALBOURNE AMERICA LLC6+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $48,000 |
Service code 15 · EIN 13-1924236 | Recordkeeping | $42,488 |
CURCIO WEBB2 years Filed as: CURCIO WEBB, LLC Service code 16 610 16TH STREET, SUITE 205 · OAKLAND, CA 94612 | Consulting | $14,903 |
Filed as: RISK COMPLIANCE PERFORMANCE SOLNS Service code 16 · EIN 27-4064715 | Consulting | $9,134 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 18.31% | 117.00%-98.7pp | 90.61%-72.3pp | 5230.06%-5211.7pp |
| Employer contribution / active EE | $0 | $5,915-100.0% | $32,730-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $151 | $76+100.0% | $40+281.7% | $460-67.1% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |