Filed November 9, 2005
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 LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $5,623,719 |
Filed as: QUANTITATIVE MGMT ASSOCIATES LLC Service code 28 2 GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $3,487,920 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,799,679 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $2,605,766 |
PYRFORD INTERNATIONAL LTD2+ years Filed as: PYRFORD INTERNATIONAL PLC Service code 28 · EIN 04-3369476 | Investment Management | $2,286,253 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $2,095,005 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,773,428 |
OAKBROOK INVESTMENTS, LLC2+ years Service code 28 · EIN 36-4211742 | Investment Management | $1,690,898 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,605,389 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 28 1000 WILSON BOULEVARD · ARLINGTON, VA 22209 | Investment Management | $1,517,903 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $14,339-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 17.0%-17.0pp | 4.2%-4.2pp |
| Annual return | 2.50% | 10.64%-8.1pp | 1.15%+1.3pp | 10.64%-8.1pp |
| Employer contribution / active EE | $30,248 | $11,561+161.6% | $26,339+14.8% | $11,561+161.6% |
| Participant deferral / active EE | $0 | $347-100.0% | $178-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,605-100.0% | $312-100.0% |