Filed April 26, 2006 (most recent of 4 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,570,932 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Investment management fees paid direc... | $570,765 |
Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 51 · EIN 43-1225960 | Investment Mgmt Fees | $569,478 |
PYFORD INTERNATIONAL PLC3+ years Service code 51 · EIN 13-3634866 | Investment Mgmt Fees | $501,692 |
BAILLIE GIFFORD OVERSEAS LTD3+ years Filed as: BALLIE GIFFORD Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $475,146 |
Filed as: SHENKMAN CAPITAL MANAGEMENT INC Service code 51 · EIN 13-3280361 | Investment Mgmt Fees | $472,312 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 49 · EIN 20-1932099 | Other Services | $435,813 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIALS INC Service code 28 · EIN 13-3806991 | Investment Management | $233,867 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $158,165 |
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES INC Service code 70 · EIN 75-1680350 | Consulting Fees | $111,241 |
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.
Participant contribution per participant 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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 8.37% | -1.27%+9.6pp | -0.67%+9.0pp | 33.37%-25.0pp |
| Employer contribution / active EE | $7,378 | $12,021-38.6% | $31,731-76.7% | $11,253-34.4% |
| Participant deferral / active EE | $1,274 | $2,907-56.2% | $473+169.2% | $819+55.6% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |