Filed February 29, 2012 (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 4-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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $703,450 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH Service code 28 · EIN 25-1890416 | Investment Management | $307,106 |
NEPC, LLC1+ years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $150,042 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $109,057 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-1442864 | Investment Management | $62,540 |
DAVIS GRAHAM & STUBBS LLP1+ years Filed as: DAVIS, GRAHAM, AND STUBBS Service code 29 · EIN 84-0421951 | Legal | $55,849 |
BENETEMPS, INC.1+ years Filed as: BENETEMPS Service code 17 · EIN 02-4052407 | Pension Consulting | $55,349 |
ROGERS, SULESKI, & ASSOC1+ years Service code 10 · EIN 04-3438177 | Accounting | $22,073 |
JLS MAILING SERVICES1+ years Filed as: JLS PRINTING Service code 36 · EIN 04-2802793 | Copying and duplicating | $9,561 |
LOU-ANN LAPORTE1+ years Service code 17 · EIN 36-3511556 | Pension Consulting | $8,070 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $12,831-100.0% | $19,623-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 12.5%-12.5pp | 4.3%-4.3pp |
| Annual return | -1.82% | -1.47%-0.4pp | -0.97%-0.8pp | 2.81%-4.6pp |
| Employer contribution / active EE | $229,358 | $13,250+1630.9% | $22,441+922.1% | $16,358+1302.1% |
| Participant deferral / active EE | $0 | $36-100.0% | $183-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,461-100.0% | $2,730-100.0% | $1,639-100.0% |