Filed March 8, 1994
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 |
|---|---|---|
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 · EIN 32-2235791 | Actuarial | $472,234 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY VEST, LLC Service code 28 · EIN 20-2217636 | Investment Management | $231,778 |
THE LONDON COMPANY4+ years Service code 28 · EIN 54-1703318 | Investment Management | $210,738 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $174,565 |
SHAPIRO CAPITAL MANAGEMENT LLC4+ years Filed as: SHAPIRO CAPITAL Service code 28 · EIN 20-4196445 | Investment Management | $100,138 |
JOHNSTON ASSET MANAGEMENT4+ years Filed as: JOHNSTON ASSET MGT CORP Service code 28 · EIN 13-3257590 | Investment Management | $91,112 |
Filed as: PRUDENTIAL Service code 21 · EIN 06-1050034 | Bank Trustee | $27,373 |
PBMARES, LLP4+ years Service code 10 · EIN 54-0737372 | Accounting | $26,940 |
RICHMOND CAPITAL MANAGEMENT4+ years Filed as: RICHMOND CAPITAL MGT, INC. Service code 28 · EIN 54-1288566 | Investment Management | $26,439 |
PNC BANK, N.A.3+ years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $19,631 |
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -4.96% | -3.49%-1.5pp | 4.36%-9.3pp | 0.19%-5.2pp |
| Employer contribution / active EE | $11,781 | $17,891-34.2% | $27,383-57.0% | $13,763-14.4% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |