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.
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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE1+ years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $1,253,385 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $578,697 |
HARDING LOEVNER LP1+ years Service code 51 · EIN 27-0684167 | Investment Mgmt Fees | $464,632 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA INC. Service code 11 · EIN 23-1159360 | Actuarial | $453,018 |
EDGEWOOD MANAGEMENT LLC1+ years Service code 27 · EIN 20-4044179 | Advisory (Plan) | $408,170 |
USI CONSULTING GROUP1+ years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $407,693 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 22-3361201 | Investment Management | $369,013 |
LOOMIS SAYLES1+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $330,358 |
CONDUENT HR CONSULTING, LLC1+ years Filed as: CONDUENT HR CONCULTING LLC Service code 11 345 PARK AVENUE · NEW YORK, NY 10154 | Actuarial | $303,111 |
DIAMOND HILL1+ years Filed as: DIAMOND HILL CAPITAL MGMT, INC. Service code 28 · EIN 31-1019984 | Investment Management | $271,913 |
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.
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 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -1.26% | -0.93%-0.3pp | -102.03%+100.8pp | -1.95%+0.7pp |
| Employer contribution / active EE | $14,612 | $6,242+134.1% | $36,229-59.7% | $9,243+58.1% |
| Participant deferral / active EE | $0 | $325-100.0% | $48-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |