Filed May 5, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,597,294 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 06-6275604 | Bank Trustee | $622,905 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL Service code 28 71 SOUTH WACKER · CHICAGO, IL 60606 | Investment Management | $406,393 |
NTGA3+ years Service code 27 · EIN 06-6275604 | Advisory (Plan) | $388,988 |
AEW CAPITAL MANAGEMENT3+ years Filed as: AEW Service code 28 · EIN 04-3329435 | Investment Management | $339,036 |
INCOME RESEARCH & MANAGEMENT3+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 100 FEDERAL STREET, #31 · BOSTON, MA 021101883 | Investment Management | $307,558 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV Service code 28 · EIN 23-2772200 | Investment Management | $293,947 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 52-2356781 | Investment Management | $273,396 |
LOGAN CIRCLE PARTNERS, LP3+ years Filed as: LOGAN CIRCLE PARTNERS LP Service code 28 · EIN 20-8262386 | Investment Management | $263,342 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MGT CO. PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $186,326 |
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 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 | $261,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | 0.41% | 73.13%-72.7pp | -2.99%+3.4pp | 73.13%-72.7pp |
| Employer contribution / active EE | $9,605 | $8,421+14.1% | $41,623-76.9% | $8,421+14.1% |
| Participant deferral / active EE | $0 | $293-100.0% | $35-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $38,841-100.0% | - |