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.
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $453,956 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $333,638 |
SCHULTE ROTH & ZABEL LLP10+ years Filed as: SCHULTE, ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $224,840 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $224,000 |
NORTHERN TRUST COMPANY9 years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $204,722 |
INCOME RESEARCH & MANAGEMENT4 years Filed as: INCOME RESEARCH AND MANAGEMENT COLL Service code 27 · EIN 04-2955404 | Advisory (Plan) | $163,505 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $140,416 |
Filed as: WOHLNER, KAPLON, CUTLER, HALFORD Service code 29 · EIN 95-4177931 | Legal | $135,208 |
MILLIMAN, INC.9 years Service code 17 · EIN 91-0675641 | Pension Consulting | $134,334 |
Filed as: MANULIFE - JOHN HANCOCK TRUST COMPA Service code 28 · EIN 45-2395022 | Investment Management | $127,864 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | -2.70% | 7.65%-10.4pp | 6.74%-9.4pp | 7.65%-10.4pp |
| Employer contribution / active EE | $6,923 | $20,599-66.4% | $43,780-84.2% | $20,599-66.4% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |