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 CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $513,320 |
Service code 28 · EIN 45-3056700 | Investment Management | $146,832 |
GOLDMAN SACHS5+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $73,578 |
Filed as: JPMORGAN CHASE Service code 28 · EIN 13-6038768 | Investment Management | $51,321 |
TORTOISE CAPITAL ADVISORS LLC5+ years Service code 28 · EIN 22-3875939 | Investment Management | $48,042 |
Filed as: CBIZ, INC. Service code 49 · EIN 22-2769024 | Other Services | $28,396 |
ERNST & YOUNG LLP5+ years Service code 10 5 TIMES SQUARE · NEW YORK, NY 10036 | Accounting | $23,596 |
HOOD RIVER CAPITAL MANAGEMENT5+ years Service code 28 · EIN 46-1294859 | Investment Management | $15,920 |
Filed as: CITY NATIONAL BANK Service code 28 · EIN 95-1780067 | Investment Management | $14,598 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $13,325 |
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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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 14.35% | 34.64%-20.3pp | 20.73%-6.4pp | 21.83%-7.5pp |
| Employer contribution / active EE | $1,826 | $7,654-76.1% | $36,503-95.0% | $12,237-85.1% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |