Filed June 14, 2008 (most recent of 6 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $223,661 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $198,333 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $198,006 |
PETER CHANG ENTERPRISES, INC.4+ years Service code 15 · EIN 38-2958486 | Recordkeeping | $167,400 |
Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 | Investment Management | $160,937 |
Filed as: BARROW HANLEY GLOBAL ADVISORS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $140,785 |
CRAMER ROSENTHAL MCGLYNN LLC2 years Filed as: CRAMER ROSENTHAL MCGLYNN,LLC Service code 28 · EIN 13-3977282 | Investment Management | $138,436 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 63 | 12b-1 Fees | $137,599 |
Service code 63 2100 ENTERPRISE AVENUE · GENEVA, IL 60134 | 12b-1 Fees | $133,675 |
FUND DIRECT ADVISORS2 years Filed as: FUND EVALUATION GROUP, LLC Service code 16 · EIN 01-0694771 | Consulting | $123,657 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 10.36% | 12.77%-2.4pp | 90.61%-80.2pp | 12.86%-2.5pp |
| Employer contribution / active EE | $35,918 | $8,963+300.7% | $32,730+9.7% | $13,687+162.4% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |