Filed September 24, 1992
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.
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $319,559 |
MANNING & NAPIER6+ years Service code 50 · EIN 45-3328488 | Direct Payment | $292,631 |
RYAN LABS ASSET MANAGEMENT3 years Filed as: RYAN YOUNGMAN Service code 14 · EIN 15-6035161 | Plan Administrator | $259,293 |
WILLIAM BLAIR2 years Filed as: WILLIAM ATHERTON Service code 30 · EIN 15-6035161 | Employee (plan); Direct payment from ... | $106,153 |
BLITMAN & KING6+ years Service code 29 · EIN 16-1047304 | Legal | $104,440 |
C.S. MCKEE, L.P.6+ years Filed as: CS MCKEE INC Service code 50 · EIN 25-1900687 | Direct Payment | $68,369 |
PRONEXUS LLC3 years Service code 49 · EIN 45-4449275 | Other Services | $67,900 |
DEBORAH DANNER2 years Filed as: DEBORAH ANN TYOE Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $67,672 |
CECY WILSON2 years Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $67,555 |
PATRICIA CATALANO6+ years Service code 30 · EIN 15-6035161 | Employee (plan); Direct payment from ... | $65,846 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 8.23% | 6.82%+1.4pp | 8.01%+0.2pp | 12.86%-4.6pp |
| Employer contribution / active EE | $21,893 | $12,695+72.4% | $29,476-25.7% | $13,687+60.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |