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 CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $661,589 |
Service code 28 · EIN 45-3056700 | Investment Management | $170,105 |
GOLDMAN SACHS7+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $71,725 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE Service code 28 · EIN 13-6038768 | Investment Management | $49,428 |
TORTOISE CAPITAL ADVISORS LLC7+ years Service code 28 · EIN 22-3875939 | Investment Management | $46,366 |
Filed as: CBIZ, INC. Service code 49 · EIN 22-2769024 | Other Services | $33,973 |
ERNST & YOUNG LLP7+ years Service code 10 5 TIMES SQUARE · NEW YORK, NY 10036 | Accounting | $21,393 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: CITY NATIONAL BANK Service code 28 · EIN 95-1780067 | Investment Management | $21,128 |
HOOD RIVER CAPITAL MANAGEMENT7+ years Service code 28 · EIN 46-1294859 | Investment Management | $21,114 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 6.35% | 35.98%-29.6pp | 10.75%-4.4pp | 15.63%-9.3pp |
| Employer contribution / active EE | $0 | $8,396-100.0% | $35,170-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |