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 | $492,480 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $121,389 |
HEWITT ASSOCIATES LLC2+ years Service code 10 8182 MARYLAND AVE. · CLAYTON, MO 63105 | Accounting | $114,691 |
Service code 28 · EIN 43-3056700 | Investment Management | $102,453 |
COMMERCE BANK2+ years Service code 25 · EIN 44-0206815 | Directed Trustee | $65,450 |
TORTOISE CAPITAL ADVISORS LLC2+ years Service code 28 11550 ASH STREET · LEAWOOD, KS 66211 | Investment Management | $24,044 |
HOOD RIVER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 46-1294859 | Investment Management | $21,708 |
AMERICAN FUNDS2+ years Filed as: LEE MUNDER CAPITAL GROUP, LLC Service code 28 · EIN 27-0282607 | Investment Management | $20,901 |
ERNST & YOUNG LLP2+ years Service code 10 5 TIMES SQUARE · NEW YORK, NY 10036 | Accounting | $20,175 |
GOLDMAN SACHS2+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $0 |
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Employer contribution per participant 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 | 6.44% | 9.41%-3.0pp | 5.00%+1.4pp | 9.19%-2.8pp |
| Employer contribution / active EE | $530 | $8,353-93.7% | $35,918-98.5% | $12,608-95.8% |
| 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% |