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 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 |
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% |