Filed January 29, 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.
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 6-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 |
|---|---|---|
MORNEAU SHEPELL2+ years Service code 13 875 GREENTREE RD #500 · PITTSBURGH, PA 15220 | Contract Administrator | $2,890,965 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 22-1914888 | Investment Management | $1,367,637 |
BHMS2+ years Service code 28 · EIN 75-2403190 | Investment Management | $954,769 |
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 11 · EIN 13-2834414 | Actuarial | $915,850 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON - GSS COMPENSATION FUND Service code 25 · EIN 25-0659306 | Directed Trustee | $912,321 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $861,114 |
Filed as: SILCHESTER INTL INVESTORS, LLP Service code 28 · EIN 45-3056700 | Investment Management | $615,984 |
PNC BANK, N.A.2+ years Filed as: PNC ADVISORS Service code 28 · EIN 25-1211909 | Investment Management | $365,872 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $300,009 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 | Investment Management | $285,169 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 12.08% | 17.85%-5.8pp | 9.52%+2.6pp | 13.80%-1.7pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $41,951-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |