Filed April 14, 1999 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,072,741 |
MERCER1+ years Service code 10 · EIN 13-2834414 | Accounting | $877,018 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON INSTITUTIONAL Service code 28 · EIN 94-3411725 | Investment Management | $418,508 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $402,332 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE & CO. Service code 21 · EIN 13-4994650 | Bank Trustee | $190,296 |
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $129,026 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-6078093 | Investment Management | $61,912 |
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Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $296,643-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 44.4%-44.4pp | 9.2%-9.2pp |
| Annual return | -2.57% | -0.08%-2.5pp | -18.97%+16.4pp | -0.08%-2.5pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $54,628-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $78-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $9,901-100.0% | $275-100.0% |