Filed October 10, 2012 (most recent of 5 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 |
|---|---|---|
Service code 23 · EIN 52-1042410 | Insurance services | $1,020,192 |
MILLIMAN, INC.6 years Filed as: MILLIMAN USA, INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $1,011,602 |
Filed as: JOHN HANCOCK Service code 28 · EIN 01-0233346 | Investment Management | $453,227 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $266,518 |
NORTHERN TRUST COMPANY6 years Service code 28 · EIN 36-1561860 | Investment Management | $226,713 |
LEGAL & GENERAL INVESTMENT9+ years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $222,243 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $151,412 |
ARROWSTREET CAPITAL6 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $52,602 |
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $49,575 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS, LLC Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $40,784 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 6.75% | 8.05%-1.3pp | 6.78%0pp | 9.30%-2.5pp |
| Employer contribution / active EE | $0 | $10,660-100.0% | $25,154-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |