Filed July 6, 2007 (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 |
|---|---|---|
MERCER7+ years Filed as: MERCER INVESTMENT CONSULTING Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $2,086,631 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $653,441 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $542,802 |
KKR PRISMA7+ years Service code 28 · EIN 13-2857105 | Investment Management | $238,992 |
CITIBANK7+ years Service code 19 · EIN 13-5266470 | Securities Custodian | $60,067 |
STATE STREET GLOBAL ADVISORS2 years Service code 19 · EIN 81-4017137 | Securities Custodian | $17,942 |
Filed as: FAEGRE DRINKER Service code 29 320 S CANAL STREET, SUITE 3300 · CHICAGO, IL 60606 | Legal | $8,099 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -21.30% | -14.80%-6.5pp | -3.21%-18.1pp | -14.80%-6.5pp |
| Employer contribution / active EE | $7,670 | $8,996-14.7% | $46,051-83.3% | $8,996-14.7% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |