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 |
|---|---|---|
MERCER5+ years Service code 10 · EIN 13-2834414 | Accounting | $2,015,311 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $577,130 |
FRANKLIN TEMPLETON5+ years Filed as: FRANKLIN TEMPLETON INSTITUTIONAL Service code 28 · EIN 94-2990534 | Investment Management | $270,799 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $257,189 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE & CO. Service code 21 · EIN 13-4994650 | Bank Trustee | $87,604 |
BLACKROCK5+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $45,712 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-6078093 | Investment Management | $35,419 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $27,675 |
Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $8,940 |
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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 | $0 | $336,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 51.5%-51.5pp | 0.0%0pp |
| Annual return | 18.79% | 1023.85%-1005.1pp | 10.36%+8.4pp | 1023.85%-1005.1pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $52,561-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,349-100.0% | - |