Filed October 17, 2011 (most recent of 3 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.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE5+ years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $1,896,243 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $632,334 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $602,810 |
HARDING LOEVNER LP5+ years Service code 51 · EIN 27-0684167 | Investment Mgmt Fees | $593,537 |
EDGEWOOD MANAGEMENT LLC5+ years Service code 27 · EIN 20-4044179 | Advisory (Plan) | $556,763 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 22-3361201 | Investment Management | $498,490 |
ROCATON INVESTMENT ADVISORS, LLC5+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 17 · EIN 04-3638035 | Pension Consulting | $399,867 |
USI CONSULTING GROUP5+ years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $382,672 |
WELLINGTON TRUST COMPANY5+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $370,367 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY LLC Service code 28 · EIN 20-8080381 | Investment Management | $309,718 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $281,394-100.0% | $270,125-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.4%-44.4pp |
| Annual return | -95.67% | -41.91%-53.8pp | -38.85%-56.8pp | -14.65%-81.0pp |
| Employer contribution / active EE | $0 | $40,094-100.0% | $37,752-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,631-100.0% |