Filed March 12, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
SANDERSON ASSET MANAGEMENT3+ years Service code 28 · EIN 20-0348128 | Investment Management | $474,725 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $463,064 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $394,669 |
SEI INVESTMENTS2 years Filed as: COOKE & BIELER, INC. Service code 28 · EIN 23-3082822 | Investment Management | $390,486 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $358,572 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $289,003 |
FABIAN & BYRN LLC2 years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $265,609 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-2723087 | Securities Custodian | $198,738 |
Service code 28 101 SOUTH HANLEY ROAD - STE 1700 · ST. LOUIS, MO 63105 | Investment Management | $172,758 |
SCHULTE ROTH & ZABEL LLP3+ years Filed as: SCHULTE, ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $159,600 |
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 | $23,631-100.0% | $346,577-100.0% | $23,631-100.0% |
| Participation rate | 0.0% | 73.9%-73.9pp | 66.7%-66.7pp | 73.9%-73.9pp |
| Annual return | 13.92% | 13.60%+0.3pp | 11.85%+2.1pp | 13.60%+0.3pp |
| Employer contribution / active EE | $5,963 | $8,926-33.2% | $8,871-32.8% | $8,926-33.2% |
| Participant deferral / active EE | $0 | $3,495-100.0% | $16,500-100.0% | $3,495-100.0% |
| Admin fee / account holder | $0 | $0 | $450-100.0% | - |