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.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 24 · EIN 94-1688766 | Discretionary Trustee | $0 |
BLACKROCK2 years Filed as: BLACKROCK MID CAP GROWTH Service code 51 1 UNIVERSITY · PRINCETON, NJ 08540 | Investment Mgmt Fees | $0 |
CAMBIAR INVESTORS LLC7+ years Filed as: CAMBIAR INT'L VAL ADR Service code 51 C/O DST SYSTEMS · KANSAS CITY, MO 64105 | Investment Mgmt Fees | $0 |
FULLER & THALER ASSET MANAGEMENT7+ years Filed as: FULLER & THALER SMALL CAP VAL Service code 51 11 BOREL AVENUE · SAN MATEO, CA 94402 | Investment Mgmt Fees | $0 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES LARGE CAP GROWTH Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $0 |
MAYER HOFFMAN MCCANN P.C.5 years Service code 10 225 W. UPPER WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $0 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 49 333 SOUTH 7TH STREET, STE 2400 · MINNEAPOLIS, MN 55402 | Other Services | $0 |
PEREGRINE CAPITAL MANAGEMENT4 years Filed as: PEREGRINE SCG Service code 51 800 LASALLE AVENUE - SUITE 1850 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $0 |
SCHRODER INVESTMENT MANAGEMENT7+ years Filed as: SCHRODERS INT'L GROWTH ADR Service code 51 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Mgmt Fees | $0 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 52-2211537 | Actuarial | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 7.33% | 8.91%-1.6pp | 7.32%0pp | 13.24%-5.9pp |
| Employer contribution / active EE | $2,751 | $13,306-79.3% | $23,426-88.3% | $14,616-81.2% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |