Filed March 17, 2009 (most recent of 3 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 48-1140940 | Investment Management | $15,607,643 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $475,633 |
FRANKLIN TEMPLETON7 years Filed as: CLARION PARTNERS Service code 28 · EIN 20-5016401 | Investment Management | $289,728 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $233,453 |
DWS FUNDS7 years Filed as: RREEF AMERICA Service code 28 · EIN 94-2753537 | Investment Management | $208,151 |
Service code 28 · EIN 13-3200244 | Investment Management | $198,372 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $129,248 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $121,275 |
MARQUETTE ASSOCIATES8 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $68,375 |
RUBINBROWN LLP10+ years Service code 10 · EIN 43-0765316 | Accounting | $18,950 |
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 | $0 | $417,381-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 0.0%0pp |
| Annual return | 3.14% | 9.30%-6.2pp | 5.83%-2.7pp | 9.30%-6.2pp |
| Employer contribution / active EE | $12,465 | $12,557-0.7% | $38,352-67.5% | $12,557-0.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $165-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $6,587-100.0% | - |