Filed July 14, 2006 (most recent of 20 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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $1,373,989 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 16 · EIN 31-1582098 | Consulting | $808,216 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $802,165 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 16 · EIN 04-3515240 | Consulting | $715,984 |
ARROWSTREET CAPITAL3+ years Filed as: ARROWSTREET CAPITAL, LIMITED Service code 28 · EIN 04-3472863 | Investment Management | $597,765 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 04-2955404 | Investment Management | $274,636 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $227,761 |
NEPC, LLC3+ years Service code 16 · EIN 26-1429809 | Consulting | $225,000 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $192,447 |
ENERGY TRUST LLC3+ years Service code 28 · EIN 13-4145449 | Investment Management | $127,206 |
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.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 15.48% | 15.82%-0.3pp | 16.78%-1.3pp | 17.84%-2.4pp |
| Employer contribution / active EE | $0 | $19,885-100.0% | $26,328-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |