Filed February 3, 2005 (most recent of 2 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.
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 24 · EIN 94-1688766 | Discretionary Trustee | $244,122 |
Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 52-2211537 | Actuarial | $155,392 |
Service code 17 233 SOUTH WACKER DRIVE, SUITE 8350 · CHICAGO, IL 60606 | Pension Consulting | $148,468 |
CAMBIAR INVESTORS LLC3+ years Filed as: CAMBIAR INT'L VAL ADR Service code 51 C/O DST SYSTEMS · KANSAS CITY, MO 64105 | Investment Mgmt Fees | $16,178 |
Service code 10 225 W. UPPER WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $14,500 |
SCHRODER INVESTMENT MANAGEMENT3+ years Filed as: SCHRODERS INT'L GROWTH ADR Service code 51 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Mgmt Fees | $14,003 |
WINSTON & STRAWN LLP1 year Service code 29 35 W. WACKER DRIVE · CHICAGO, IL 60601 | Legal | $13,063 |
FULLER & THALER ASSET MANAGEMENT3+ years Filed as: FULLER & THALER SMALL CAP VAL Service code 51 11 BOREL AVENUE · SAN MATEO, CA 94402 | Investment Mgmt Fees | $10,620 |
FIERA CAPITAL1 year Filed as: FIERA CAP INC. AND APEX SCG Service code 51 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Mgmt Fees | $9,084 |
RIDGEWORTH3+ years Filed as: SEIX HIGH YIELD BOND MGMT Service code 51 ONE MAYNARD DRIVE · PARK RIDGE, NJ 07656 | Investment Mgmt Fees | $8,003 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 13.87% | 79.68%-65.8pp | 16.78%-2.9pp | 23.90%-10.0pp |
| Employer contribution / active EE | $17,360 | $21,735-20.1% | $26,328-34.1% | $16,539+5.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |