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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $2,557,835 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,838,813 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,838,032 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $1,210,549 |
NORTHERN TRUST COMPANY8 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $641,440 |
VAN BERKOM & ASSOCIATES4 years Filed as: VAN BERKOM AND ASSOCIATES INC Service code 18 · EIN 98-0462020 | Investment management fees paid direc... | $155,407 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 18 · EIN 33-0629048 | Custodial (securities); Investment ma... | $127,158 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 18 · EIN 48-1140940 | Custodial (other than securities); In... | $122,975 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $93,609 |
Service code 18 · EIN 04-2929221 | Custodial (securities); Investment ma... | $72,436 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 8.56% | 13.18%-4.6pp | 15.31%-6.7pp | 13.18%-4.6pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $28,686-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $126-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |