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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $489,465 |
Service code 28 · EIN 45-3056700 | Investment Management | $93,982 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $71,423 |
COMMERCE BANK4+ years Service code 25 · EIN 48-0962626 | Directed Trustee | $64,028 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $53,221 |
TORTOISE CAPITAL ADVISORS LLC4+ years Service code 28 · EIN 22-3875939 | Investment Management | $37,355 |
ERNST & YOUNG LLP4+ years Service code 10 5 TIMES SQUARE · NEW YORK, NY 10036 | Accounting | $22,909 |
LMCG INVESTMENTS LLC2 years Service code 28 · EIN 27-0282607 | Investment Management | $20,550 |
HOOD RIVER CAPITAL MANAGEMENT4+ years Service code 28 · EIN 46-1294859 | Investment Management | $20,205 |
Service code 28 · EIN 31-1582098 | Investment Management | $11,012 |
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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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -6.28% | 9.64%-15.9pp | -102.04%+95.8pp | 33.37%-39.6pp |
| Employer contribution / active EE | $760 | $8,034-90.5% | $36,232-97.9% | $11,253-93.2% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |