Filed January 1, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EXCELLA CONSULTING7+ years Service code 16 · EIN 54-2062249 | Consulting | $3,142,832 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $2,731,650 |
LSV ASSET MANAGEMENT6 years Service code 28 · EIN 23-2772200 | Investment Management | $2,645,479 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $2,529,797 |
BAILLIE GIFFORD OVERSEAS LTD2 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $2,490,382 |
DECISIONPATH CONSULTING6 years Service code 16 · EIN 54-1059055 | Consulting | $2,153,555 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK AND TRUST COMPANY Service code 28 · EIN 95-4797716 | Investment Management | $1,461,362 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $1,290,264 |
Filed as: RBC GLOBAL ASSET MANAGEMENT US INC Service code 28 · EIN 41-1460668 | Investment Management | $996,923 |
EXPERIS IT SERVICES US LLC7+ years Service code 16 · EIN 75-1300240 | Consulting | $984,151 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 15.88% | 13.51%+2.4pp | 8.31%+7.6pp | 13.51%+2.4pp |
| Employer contribution / active EE | $19,103 | $8,170+133.8% | $21,002-9.0% | $8,170+133.8% |
| Participant deferral / active EE | $111 | $488-77.3% | $224-50.4% | $488-77.3% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |