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 LLC6 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,641,526 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $630,939 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $620,560 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $554,764 |
Service code 28 · EIN 45-3556205 | Investment Management | $489,472 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $478,820 |
CREDIT SUISSE4 years Service code 28 · EIN 13-2774791 | Investment Management | $374,117 |
NORTHERN TRUST COMPANY4 years Service code 18 · EIN 36-1561860 | Custodial (securities); Trustee (dire... | $160,873 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS HERITAGE TRUST COMPANY Service code 10 · EIN 02-0507414 | Accounting | $154,489 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INVESTMENT MNGMT Service code 28 · EIN 20-8058531 | Investment Management | $133,436 |
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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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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $53,690-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -15.05% | 7.68%-22.7pp | -4.80%-10.2pp | 7.68%-22.7pp |
| Employer contribution / active EE | $33,829 | $9,142+270.0% | $30,897+9.5% | $9,142+270.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $64-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $40,849-100.0% | $19,323-100.0% |