Filed September 16, 1994 (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.
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 LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $2,364,285 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $1,921,137 |
SEI INVESTMENTS1+ years Service code 28 · EIN 23-1707341 | Investment Management | $955,637 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 20 · EIN 36-1561860 | Direct payment from the plan; Trustee... | $239,953 |
CIGNA INVESTMENTS INC1+ years Filed as: CIGNA HEALTH AND LIFE INSURANCE CO Service code 12 · EIN 59-1031071 | Claims processing; Named fiduciary; P... | $186,823 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $153,575 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE CO Service code 12 · EIN 13-5581829 | Direct payment from the plan; Claims ... | $15,340 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 12 · EIN 06-6033492 | Claims processing; Direct payment fro... | $10,184 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER WOLFF AND DONNELLEY LLP Service code 29 · EIN 41-0677208 | Legal | $8,455 |
CIGNA INVESTMENTS INC1+ years Filed as: CIGNA Service code 12 | Participant communication; Contract A... | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Form 5500 reported that benefits due were not provided when due.
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 | $47,522-100.0% | $96,302-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 8.8%-8.8pp | 9.2%-9.2pp |
| Annual return | 0.05% | -0.08%+0.1pp | -2.90%+3.0pp | -0.08%+0.1pp |
| Employer contribution / active EE | $8,430 | $7,991+5.5% | $27,990-69.9% | $7,991+5.5% |
| Participant deferral / active EE | $0 | $325-100.0% | $137-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $519-100.0% | $275-100.0% |