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 LLC7 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $478,508 |
RYAN LABS ASSET MANAGEMENT5 years Filed as: RYAN YOUNGMAN Service code 14 · EIN 15-6035161 | Plan Administrator | $266,600 |
JOSEPH W. MCCARTHY & ASSOCIATES8+ years Filed as: JOSEPH MCCARTHY Service code 10 · EIN 16-1120588 | Accounting | $130,576 |
WILLIAM BLAIR4 years Filed as: WILLIAM ATHERTON Service code 30 · EIN 15-6035161 | Employee (plan); Direct payment from ... | $100,958 |
ARISTOTLE CAPITAL MANAGEMENT2 years Service code 50 · EIN 95-4833644 | Direct Payment | $98,787 |
VANESSA SCHARF4 years Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $76,412 |
DEBORAH DANNER4 years Filed as: DEBORAH ANN TYOE Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $71,172 |
BLITMAN & KING8+ years Service code 29 · EIN 16-1047304 | Legal | $70,602 |
CECY WILSON4 years Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $65,842 |
DIANA SALESKY3 years Filed as: DIANA WOZNIAK Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $62,400 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -12.37% | -7.95%-4.4pp | -5.85%-6.5pp | 23.41%-35.8pp |
| Employer contribution / active EE | $20,924 | $13,972+49.8% | $31,839-34.3% | $12,650+65.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |