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 LLC5+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $7,886,213 |
SANDS CAPITAL MANAGEMENT, LLC5+ years Service code 28 1000 WILSON BOULEVARD · ARLINGTON, VA 22209 | Investment Management | $3,070,847 |
OAKBROOK INVESTMENTS, LLC5+ years Service code 28 · EIN 36-4211742 | Investment Management | $2,808,613 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $2,566,300 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,424,779 |
PGIM INVESTMENTS4 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $2,332,302 |
FEDERATED2 years Filed as: HERMES INVESTMENT MGMT INC. Service code 28 | Investment Management | $2,310,095 |
Filed as: RBC GLOBAL ASSET MANAGEMENT (US)INC Service code 28 · EIN 41-1460668 | Investment Management | $2,272,102 |
PYRFORD INTERNATIONAL LTD5+ years Filed as: PYRFORD INTERNATIONAL PLC Service code 28 · EIN 04-3369476 | Investment Management | $1,728,716 |
NISA INVESTMENT ADVISORS, LLC5+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,680,248 |
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 | $894,319,009-100.0% | - | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 22.77% | 24.48%-1.7pp | 13.45%+9.3pp | 24.48%-1.7pp |
| Employer contribution / active EE | $35,826 | $9,418+280.4% | $26,057+37.5% | $9,418+280.4% |
| Participant deferral / active EE | $0 | $501-100.0% | $181-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | - | $2,968,729-100.0% |