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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,764,300 |
LAZARD ASSET MANAGEMENT7+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $817,351 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $725,837 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $684,330 |
Service code 28 · EIN 75-2403190 | Investment Management | $578,156 |
Service code 28 · EIN 45-3556205 | Investment Management | $477,233 |
CREDIT SUISSE3 years Service code 28 · EIN 13-2774791 | Investment Management | $435,565 |
NORTHERN TRUST COMPANY3 years Service code 18 · EIN 36-1561860 | Investment management fees paid direc... | $430,349 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $367,943 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS HERITAGE TRUST COMPANY Service code 10 · EIN 02-0507414 | Accounting | $263,444 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $54,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.0%0pp |
| Annual return | 10.87% | 13.51%-2.6pp | 36.37%-25.5pp | 13.51%-2.6pp |
| Employer contribution / active EE | $6,405 | $8,170-21.6% | $37,223-82.8% | $8,170-21.6% |
| Participant deferral / active EE | $0 | $488-100.0% | $524-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |