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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $2,260,127 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 06-6275604 | Bank Trustee | $609,715 |
ALSTON & BIRD LLP1 year Service code 29 · EIN 58-0137615 | Legal | $360,976 |
VAN BERKOM & ASSOCIATES5 years Filed as: VAN BERKOM AND ASSOCIATES INC. Service code 28 · EIN 98-0462020 | Investment Management | $256,874 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $153,938 |
LIGHTHOUSE DOCUMENT TECHNOLOGIES1 year Filed as: LIGHTHOUSE DOCUMENT TECHNOLOGIES, I Service code 29 · EIN 43-1676776 | Legal | $79,500 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2755549 | Investment Management | $68,703 |
HERRONPALMER1 year Filed as: HERRONPALMER LLC Service code 17 · EIN 46-5438594 | Pension Consulting | $33,258 |
STATE STREET GLOBAL ADVISORS4 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $18,413 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $331,632-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 48.3%-48.3pp | 2.2%-2.2pp |
| Annual return | 0.39% | 9.11%-8.7pp | 10.59%-10.2pp | 9.11%-8.7pp |
| Employer contribution / active EE | $12,001 | $12,231-1.9% | $43,976-72.7% | $12,231-1.9% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $166-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $25,063-100.0% | $125-100.0% |