Filed November 26, 2001
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 |
|---|---|---|
VAN BIEMA VALUE PARTNERS LLC8+ years Service code 27 · EIN 20-1272199 | Advisory (Plan) | $3,788,966 |
AON CONSULTING4 years Filed as: AON SERVICE CORPORATION Service code 64 · EIN 36-3051915 | Recordkeeping Fees | $464,150 |
ROYCE8+ years Filed as: ROYCE & ASSOCIATES Service code 28 · EIN 52-2343049 | Investment Management | $335,619 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $308,756 |
CARDINAL CAPITAL MANAGEMENT, LLC8+ years Service code 28 · EIN 06-1422705 | Investment Management | $230,037 |
AMERICAN FUNDS8+ years Filed as: SPEECE THORSON CAPITAL GROUP Service code 28 · EIN 41-1701874 | Investment Management | $114,637 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $65,644 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $37,656 |
Filed as: MCCONNELL &JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $34,900 |
See 1 actuary disclosure with Solo.
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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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -21.40% | 1.88%-23.3pp | -5.16%-16.2pp | 2.77%-24.2pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |