Filed June 8, 2009
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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $225,359 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 15 · EIN 26-4310632 | Recordkeeping | $128,317 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS, INC Service code 28 · EIN 13-3451974 | Investment Management | $100,033 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $29,000 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 05-0530199 | Investment Management | $24,339 |
Service code 28 · EIN 04-3304963 | Investment Management | $21,893 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $13,000 |
KEYTRUST2+ years Service code 21 · EIN 34-0797057 | Bank Trustee | $11,726 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC. Service code 28 · EIN 13-2726734 | Investment Management | $10,839 |
SKYBRIDGE CAPITAL2+ years Filed as: SKYBRIDGE Service code 28 · EIN 26-0403497 | Investment Management | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 2.51% | 9.41%-6.9pp | 5.00%-2.5pp | 9.19%-6.7pp |
| Employer contribution / active EE | $9,587 | $8,353+14.8% | $35,918-73.3% | $12,608-24.0% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |