Filed April 8, 2014
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 |
|---|---|---|
Filed as: FIDELITY INST'L ASSET MANAGEMENT Service code 28 · EIN 20-4659714 | Investment Management | $224,834 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $151,131 |
SANDERSON ASSET MANAGEMENT1 year Filed as: SANDERSON ASSET MANAGEMENT, LLP Service code 28 · EIN 13-4169008 | Investment Management | $110,312 |
ROYCE1 year Filed as: ROYCE & ASSOCIATES, LLC Service code 28 · EIN 52-2343049 | Investment Management | $87,763 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $76,172 |
Filed as: CONDUENT HR SERVICES, LLC Service code 14 · EIN 81-2983623 | Plan Administrator | $52,177 |
MCDERMOTT WILL & EMERY LLP5+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $8,184 |
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.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 17.00% | 34.64%-17.6pp | 20.73%-3.7pp | 21.83%-4.8pp |
| Employer contribution / active EE | $0 | $7,654-100.0% | $36,500-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |