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 LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $5,244,391 |
Filed as: QUANTITATIVE MGMT ASSOCIATES LLC Service code 28 2 GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $4,301,825 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $3,151,953 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Service code 28 1000 WILSON BOULEVARD · ARLINGTON, VA 22209 | Investment Management | $2,402,660 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,302,762 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $2,098,864 |
OAKBROOK INVESTMENTS, LLC3+ years Service code 28 · EIN 36-4211742 | Investment Management | $1,843,451 |
PYRFORD INTERNATIONAL LTD3+ years Filed as: PYRFORD INTERNATIONAL PLC Service code 28 · EIN 04-3369476 | Investment Management | $1,534,966 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $1,483,423 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $1,425,489 |
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 | $14,491,905-100.0% | $9,655,338-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 7.4%-7.4pp | 5.3%-5.3pp |
| Annual return | 14.89% | 1057.21%-1042.3pp | 11.12%+3.8pp | 1057.21%-1042.3pp |
| Employer contribution / active EE | $32,594 | $14,374+126.8% | $22,651+43.9% | $14,374+126.8% |
| Participant deferral / active EE | $0 | $351-100.0% | $198-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $57,986-100.0% | $81,210-100.0% |