Filed September 15, 1992
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: SALARIES - MANAGEMENT Service code 30 · EIN 52-6118572 | Employee (plan); Direct payment from ... | $1,902,261 |
Filed as: SALARIES - PENSION Service code 30 · EIN 52-6118572 | Employee (plan); Direct payment from ... | $1,616,461 |
FIRST EAGLE2+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $1,336,759 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1404803 | Investment Management | $1,228,436 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $1,176,568 |
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $1,115,335 |
Service code 30 · EIN 52-6118572 | Direct payment from the plan; Employe... | $1,000,362 |
MANNING & NAPIER2+ years Service code 28 · EIN 45-3328488 | Investment Management | $973,261 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $960,135 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $831,665 |
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.
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 2 reportable transactions with Solo.
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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 | $40,289-100.0% | $111,575-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 8.4%-8.4pp | 4.2%-4.2pp |
| Annual return | 4.88% | 10.64%-5.8pp | 18.87%-14.0pp | 10.64%-5.8pp |
| Employer contribution / active EE | $7,818 | $11,561-32.4% | $19,828-60.6% | $11,561-32.4% |
| Participant deferral / active EE | $0 | $347-100.0% | $68-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $262-100.0% | $312-100.0% |