Filed September 19, 2013 (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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $263,261 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $223,748 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $73,300 |
MERCER2 years Filed as: MERCER INVESTMENT COMPANY Service code 27 · EIN 30-0282430 | Advisory (Plan) | $67,500 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 81-4017137 | Soft dollars commissions; Investment ... | $27,250 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $26,300 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 27 · EIN 22-2189568 | Advisory (Plan) | $11,080 |
Service code 49 · EIN 22-3238541 | Other Services | $7,004 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 27 · EIN 20-8080381 | Advisory (Plan) | $6,044 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $5,151 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $439,512-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 0.7%-0.7pp |
| Annual return | 5.31% | 11.40%-6.1pp | 9.07%-3.8pp | 13.24%-7.9pp |
| Employer contribution / active EE | $0 | $18,263-100.0% | $46,116-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $791-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $147,323-100.0% | $4,137-100.0% |