Filed May 31, 2012
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 10-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 |
|---|---|---|
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 27 · EIN 05-0530199 | Advisory (Plan) | $1,004,228 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 | Investment Management | $740,368 |
Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $575,472 |
Filed as: BARROW,HANLEY,MEWHINNEY&STRAUSS,LLC Service code 27 · EIN 75-2403190 | Advisory (Plan) | $535,634 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO.NA Service code 21 · EIN 94-3112180 | Bank Trustee | $500,946 |
Filed as: PRUDENTIAL TRUST CO. Service code 27 · EIN 23-6994310 | Advisory (Plan) | $368,411 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 28 · EIN 36-3608252 | Investment Management | $144,735 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 10 · EIN 25-6078093 | Accounting | $135,316 |
THE BANK OF NEW YORK MELLON3+ years Service code 10 · EIN 13-5160382 | Accounting | $127,969 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $110,584 |
See 1 actuary disclosure. $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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $180,484-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 10.1%-10.1pp | 5.3%-5.3pp |
| Annual return | 14.87% | 1057.21%-1042.3pp | 10.53%+4.3pp | 1057.21%-1042.3pp |
| Employer contribution / active EE | $8,368 | $14,374-41.8% | $29,360-71.5% | $14,374-41.8% |
| Participant deferral / active EE | $0 | $351-100.0% | $54-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,273-100.0% | $81,210-100.0% |