Filed March 8, 1991
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 9-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 LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,156,202 |
Service code 50 · EIN 04-3532603 | Direct Payment | $1,041,414 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $288,647 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 29 · EIN 04-3638035 | Legal | $202,500 |
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 28 · EIN 98-0465834 | Investment Management | $149,460 |
BAILLIE GIFFORD OVERSEAS LTD1+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $145,600 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $100,000 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 28 · EIN 04-3304255 | Investment Management | $85,062 |
WASATCH ADVISORS1+ years Service code 28 · EIN 87-0319391 | Investment Management | $79,107 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT INC. Service code 28 · EIN 62-0951781 | Investment Management | $57,186 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $18,392,177-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 0.0%0pp |
| Annual return | 5.54% | 9.19%-3.7pp | 3.99%+1.5pp | 9.19%-3.7pp |
| Employer contribution / active EE | $5,938 | $12,608-52.9% | $38,279-84.5% | $12,608-52.9% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $386-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $140,034-100.0% | $2,655,710-100.0% |