Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
SAGE ADVISORY SERVICES2 years Service code 28 · EIN 74-2798841 | Investment Management | $246,022 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $48,249 |
MONROE BANK & TRUST2 years Service code 28 · EIN 38-0847680 | Investment Management | $44,381 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $35,023 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $33,292 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $26,332 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN TEMPLETON PORTFOLIO ADV. Service code 28 · EIN 94-2480161 | Investment Management | $17,027 |
GILMORE JASION MAHLER, LTD2 years Filed as: GILMORE, JASION & MAHLER, LTD Service code 10 · EIN 34-1827159 | Accounting | $9,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 9.25% | 79.68%-70.4pp | 16.78%-7.5pp | 23.90%-14.6pp |
| Employer contribution / active EE | $7,085 | $21,735-67.4% | $26,328-73.1% | $16,539-57.2% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |