Filed July 26, 2006 (most recent of 4 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 |
|---|---|---|
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $837,809 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $600,165 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $263,582 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $180,102 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $157,869 |
ATLANTA CAPITAL MANAGEMENT4+ years Filed as: ATLANTA CAPITAL MANAGEMENT CO, LLC Service code 68 · EIN 58-2236910 | Securities brokerage commissions and ... | $127,670 |
MORNEAU SHEPELL4+ years Service code 16 · EIN 45-4303723 | Consulting | $127,610 |
Service code 99 · EIN 94-3351864 | Other Fees | $47,052 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $0 | $311,837-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -5.69% | 73.13%-78.8pp | 4677.09%-4682.8pp | 73.13%-78.8pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $49,501-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $312-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |