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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $4,122,648 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $4,085,624 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $3,672,677 |
SANDS CAPITAL MANAGEMENT, LLC4+ years Service code 28 1000 WILSON BOULEVARD · ARLINGTON, VA 22209 | Investment Management | $3,543,671 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $3,452,689 |
FEDERATED1 year Filed as: HERMES INVESTMENT MGMT INC. Service code 28 | Investment Management | $2,400,410 |
Filed as: QUANTITATIVE MGMT ASSOCIATES LLC Service code 28 2 GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $2,349,139 |
PYRFORD INTERNATIONAL LTD4+ years Filed as: PYRFORD INTERNATIONAL PLC Service code 28 · EIN 04-3369476 | Investment Management | $2,266,404 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $2,071,293 |
OAKBROOK INVESTMENTS, LLC4+ years Service code 28 · EIN 36-4211742 | Investment Management | $2,044,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $7,764,297-100.0% | $221,583-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -5.07% | -1.95%-3.1pp | -6.55%+1.5pp | -1.95%-3.1pp |
| Employer contribution / active EE | $25,009 | $9,243+170.6% | $21,653+15.5% | $9,243+170.6% |
| Participant deferral / active EE | $0 | $425-100.0% | $160-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,920-100.0% | $62,356-100.0% |