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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $468,932 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $238,746 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $183,553 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $144,461 |
INCOME RESEARCH & MANAGEMENT7+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $132,319 |
FIAM LLC5 years Filed as: FIAM GROUP TRUST Service code 28 · EIN 20-4569714 | Investment Management | $113,310 |
BPIF NON-TAXABLE LP4 years Service code 28 · EIN 13-3894689 | Investment Management | $92,059 |
WASATCH ADVISORS7+ years Service code 28 · EIN 87-0319391 | Investment Management | $81,711 |
Filed as: BARROW, HANLEY, MEWHINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $77,839 |
T ROWE PRICE RPS INC7+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $75,200 |
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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 6.13% | 15.63%-9.5pp | 11.31%-5.2pp | 15.63%-9.5pp |
| Employer contribution / active EE | $24,963 | $11,476+117.5% | $35,729-30.1% | $11,476+117.5% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |