Filed October 22, 2004
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 10-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 |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 15 · EIN 52-1883918 | Recordkeeping | $92,758 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $66,024 |
MERCER6+ years Filed as: MERCER US, INC. Service code 11 · EIN 13-2834414 | Actuarial | $52,626 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $49,129 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $49,012 |
INCOME RESEARCH & MANAGEMENT6+ years Service code 28 · EIN 04-2955404 | Investment Management | $31,968 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $29,537 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $26,300 |
FIAM LLC1 year Filed as: FIAM GROUP TRUST FOR EMPLOYEE BENES Service code 28 · EIN 20-4659714 | Investment Management | $22,281 |
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $19,271 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 16.13% | 8.57%+7.6pp | 7.87%+8.3pp | 9.29%+6.8pp |
| Employer contribution / active EE | $60,938 | $19,481+212.8% | $31,768+91.8% | $15,168+301.8% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |