Filed October 19, 2004 (most recent of 2 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 |
|---|---|---|
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT IN Service code 24 · EIN 13-3200244 | Discretionary Trustee | $1,079,690 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $799,598 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2772200 | Investment Management | $678,853 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 21 · EIN 52-0556948 | Bank Trustee | $611,014 |
NORTHERN TRUST COMPANY3+ years Service code 13 · EIN 36-2723087 | Contract Administrator | $479,121 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $436,362 |
COHEN & STEERS2 years Filed as: COHEN & STEERS CAPITAL MANAGEMENT Service code 51 · EIN 13-3353336 | Investment Mgmt Fees | $307,414 |
ROCATON INVESTMENT ADVISORS, LLC3+ years Service code 28 · EIN 04-3638035 | Investment Management | $274,773 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS, L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $252,406 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 · EIN 51-0294065 | Investment Management | $248,495 |
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 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 | $21,578,776-100.0% | $463,922-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | -4.51% | 33.37%-37.9pp | 60.62%-65.1pp | 33.37%-37.9pp |
| Employer contribution / active EE | $16,408 | $11,253+45.8% | $61,657-73.4% | $11,253+45.8% |
| Participant deferral / active EE | $0 | $819-100.0% | $288-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $23-100.0% | $99,113-100.0% |