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 LLC9+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $4,755,276 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $857,900 |
BLACKSTONE8 years Filed as: BLACKSTONE REAL ESTATE PARTNER Service code 27 · EIN 47-3395623 | Advisory (Plan) | $389,260 |
Service code 15 · EIN 13-1924236 | Recordkeeping | $209,962 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $119,351 |
PENSION BENEFIT INFORMATION3 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 16 · EIN 82-4722389 | Consulting | $87,220 |
COVINGTON & BURLING LLP4 years Service code 29 · EIN 53-0188411 | Legal | $77,239 |
FIDUCIARY COUNSELORS INC.2 years Service code 16 · EIN 22-3709903 | Consulting | $26,243 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 6.93% | 9.71%-2.8pp | 32.33%-25.4pp | 9.11%-2.2pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |