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 LLC8 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $556,502 |
RYAN LABS ASSET MANAGEMENT6 years Filed as: RYAN YOUNGMAN Service code 14 · EIN 15-6035161 | Plan Administrator | $294,648 |
JOSEPH W. MCCARTHY & ASSOCIATES9+ years Filed as: JOSEPH MCCARTHY Service code 10 · EIN 16-1120588 | Accounting | $168,598 |
WILLIAM BLAIR5 years Filed as: WILLIAM ATHERTON Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $110,866 |
DEBORAH DANNER5 years Filed as: DEBORAH ANN TYOE Service code 30 · EIN 15-6035161 | Employee (plan); Direct payment from ... | $96,383 |
VANESSA SCHARF5 years Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $83,377 |
ARISTOTLE CAPITAL MANAGEMENT3 years Service code 50 · EIN 95-4833644 | Direct Payment | $79,343 |
CECY WILSON5 years Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $72,903 |
DIANA SALESKY4 years Filed as: DIANA WOZNIAK Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $69,832 |
BLITMAN & KING9+ years Service code 29 · EIN 16-1047304 | Legal | $66,104 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 7.69% | 7.95%-0.3pp | 20.18%-12.5pp | 9.11%-1.4pp |
| Employer contribution / active EE | $20,361 | $14,684+38.7% | $29,108-30.0% | $12,231+66.5% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |