Filed May 31, 2012
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 LLC3 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,423,085 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $1,087,477 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. . Service code 21 · EIN 94-3112180 | Bank Trustee | $800,389 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $638,403 |
Service code 28 · EIN 75-2403190 | Investment Management | $494,729 |
CREDIT SUISSE1 year Service code 28 · EIN 13-2774791 | Investment Management | $418,526 |
Filed as: HSRE CORE PROPERTY FUND FP LLC Service code 28 · EIN 45-3556205 | Investment Management | $330,790 |
Filed as: BANK OF NEW YORK MELLON Service code 10 · EIN 13-5160382 | Accounting | $196,964 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $153,501 |
Filed as: LEGAL & GENERAL INVESTMENT MNGMT Service code 28 · EIN 20-8058531 | Investment Management | $137,660 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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% | $50,635-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 19.79% | 24.48%-4.7pp | 18.06%+1.7pp | 24.48%-4.7pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $30,411-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $40-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,675-100.0% | $2,968,729-100.0% |