Filed December 28, 2011 (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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $393,167 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $157,160 |
HEWITT ASSOCIATES LLC1+ years Service code 10 8182 MARYLAND AVE. · CLAYTON, MO 63105 | Accounting | $114,610 |
Service code 28 · EIN 43-3056700 | Investment Management | $104,720 |
GOLDMAN SACHS1+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $77,764 |
COMMERCE BANK1+ years Service code 25 · EIN 44-0206815 | Directed Trustee | $69,231 |
TORTOISE CAPITAL ADVISORS LLC1+ years Service code 28 11550 ASH STREET · LEAWOOD, KS 66211 | Investment Management | $28,825 |
ERNST & YOUNG LLP1+ years Service code 10 5 TIMES SQUARE · NEW YORK, NY 10036 | Accounting | $16,750 |
AMERICAN FUNDS1+ years Filed as: LEE MUNDER CAPITAL GROUP, LLC Service code 28 · EIN 27-0282607 | Investment Management | $15,050 |
ROXBURY CAPITAL MANAGEMENT, LLC1+ years Service code 27 6001 SHADY OAK ROAD · MINNETONKA, MN 55343 | Advisory (Plan) | $11,096 |
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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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -1.97% | 4.01%-6.0pp | -2.01%0pp | 1.67%-3.6pp |
| Employer contribution / active EE | $0 | $6,352-100.0% | $34,453-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |