Filed October 7, 1993
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 10-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 |
|---|---|---|
CARPENTERS COMBINED FUNDS INC.10+ years Service code 13 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Contract Administrator | $1,724,864 |
FOUNDRY PARTNERS10+ years Service code 51 · EIN 34-1172683 510 FIRST AVE N · MINNEAPOLIS, MN 55403 | Investment Mgmt Fees | $647,487 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 51 · EIN 22-3361201 499 PARK AVE 17 · NEW YORK, NY 10022 | Investment Mgmt Fees | $519,323 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 1603 CARMODY COURT, SUITE 301 · SEWICKLEY, PA 15143 | Advisory (Plan) | $415,374 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 12-0359999 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Mgmt Fees | $413,272 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON RUDNICK Service code 51 · EIN 95-4575414 2000 AVE OF THE STARS, SUITE 1110 · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $363,650 |
WESTWOOD TRUST2 years Filed as: WESTWOOD GLOBAL INVESTMENTS Service code 51 · EIN 75-3094894 ONE FINANCIAL CENTER, SUITE 1620 · BOSTON, MA 02111 | Investment Mgmt Fees | $342,801 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 51 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Investment Mgmt Fees | $318,189 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 8300 GREENSBORO DRIVE, SUITE 800 · MCLEAN, VA 22102 | Actuarial | $293,552 |
ADAMS ADDRESSING ASSOCIATES2 years Filed as: ADAMS STREET PARTNERS Service code 51 · EIN 98-1670873 ONE NORTH WACKER DRIVE, SUITE 2700 · CHICAGO, IL 60606 | Investment Mgmt Fees | $236,331 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 35.89% | 8.48%+27.4pp | 8.09%+27.8pp | 8.48%+27.4pp |
| Employer contribution / active EE | $12,236 | $9,949+23.0% | $28,732-57.4% | $9,949+23.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $7-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |