Filed October 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $227,187 |
GOTHAM ASSET MANAGEMENT3+ years Service code 28 · EIN 26-3590875 | Investment Management | $63,689 |
VULCAN VALUE PARTNERS3+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 | Investment Management | $41,864 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $15,682 |
MERRIL LYNCH2 years Filed as: MERILL LYNCH PIERCE FENNER & SMITH Service code 33 · EIN 13-5529190 | Securities brokerage | $15,000 |
BLACKSTONE2 years Filed as: BLACKSTONE GSO SECURED TRUST LTD Service code 28 · EIN 98-0659304 | Investment Management | $5,961 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 41.08% | 14.65%+26.4pp | 8.93%+32.2pp | 10.41%+30.7pp |
| Employer contribution / active EE | $0 | $18,218-100.0% | $43,470-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |