Filed January 6, 2006
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $348,651 |
Filed as: MERRILL LYNCH RETIREMENT SERVICES Service code 11 P.O BOX 1501 · PENNINGTON, NJ 085349809 | Actuarial | $159,694 |
COLUMBIA3+ years Service code 51 COLUMBIA MGMT INVESTMENT SERVICES · BOSTON, MA 022668081 | Investment Mgmt Fees | $89,827 |
JACKSON LEWIS P.C.3+ years Filed as: JACKSON LEWIS Service code 29 JACKSON LEWIS P.C. · PORTSMOUTH, NH 03801 | Legal | $20,845 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS Service code 51 MFS INSTITUTIONAL ADVISORS, INC. · BOSTON, MA 02119 | Investment Mgmt Fees | $15,163 |
LOOMIS SAYLES2 years Service code 51 LOOMIS, SAYLES AND COMPANY, L.P. · BOSTON, MA 02111 | Investment Mgmt Fees | $11,059 |
CAMBIAR INVESTORS LLC3+ years Filed as: CAMBIAR Service code 51 CAMBIAR INVESTORS · DENVER, CO 80206 | Investment Mgmt Fees | $9,231 |
BAIRD INSURANCE SERVICES INC3+ years Filed as: BAIRD Service code 51 BAIRD FUNDS, INC. · MILWAUKEE, WI 532010701 | Investment Mgmt Fees | $5,025 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE Service code 51 WEDGE CAPITAL MANAGEMENT, LLP · CHAROLOTTE, NC 28202 | Investment Mgmt Fees | $5,003 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -3.84% | -2.48%-1.4pp | -102.03%+98.2pp | 0.19%-4.0pp |
| Employer contribution / active EE | $6,658 | $7,648-12.9% | $36,229-81.6% | $13,763-51.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |