Filed January 28, 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 |
|---|---|---|
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772300 | Investment Management | $334,788 |
Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $307,448 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $236,900 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $228,435 |
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS Service code 15 2828 NORTH HASKELL · DALLAS, TX 75204 | Recordkeeping | $144,220 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-3046063 | Bank Trustee | $43,681 |
GROOM LAW GROUP2+ years Service code 29 · EIN 52-1219029 | Legal | $21,235 |
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.
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.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 5.34% | 6.13%-0.8pp | 4.74%+0.6pp | 9.19%-3.9pp |
| Employer contribution / active EE | $0 | $10,206-100.0% | $36,089-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |