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 CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $694,016 |
Service code 28 · EIN 45-3056700 | Investment Management | $149,300 |
GOLDMAN SACHS6+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $70,011 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE Service code 28 · EIN 13-6038768 | Investment Management | $50,548 |
TORTOISE CAPITAL ADVISORS LLC6+ years Service code 28 · EIN 22-3875939 | Investment Management | $40,922 |
ERNST & YOUNG LLP6+ years Service code 10 5 TIMES SQUARE · NEW YORK, NY 10036 | Accounting | $23,596 |
HOOD RIVER CAPITAL MANAGEMENT6+ years Service code 28 · EIN 46-1294859 | Investment Management | $17,455 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: CITY NATIONAL BANK Service code 28 · EIN 95-1780067 | Investment Management | $16,840 |
Filed as: CBIZ, INC. Service code 49 · EIN 22-2769024 | Other Services | $9,730 |
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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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 8.83% | 12.77%-3.9pp | 90.61%-81.8pp | 12.86%-4.0pp |
| Employer contribution / active EE | $2,052 | $8,963-77.1% | $32,730-93.7% | $13,687-85.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |