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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON HEWITT Service code 11 · EIN 32-2235791 | Actuarial | $497,406 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY VEST, LLC Service code 28 · EIN 20-2217636 | Investment Management | $160,767 |
THE LONDON COMPANY6+ years Service code 28 · EIN 54-1703318 | Investment Management | $145,365 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $145,083 |
SHAPIRO CAPITAL MANAGEMENT LLC6+ years Filed as: SHAPIRO CAPITAL Service code 28 · EIN 20-4196445 | Investment Management | $98,176 |
JOHNSTON ASSET MANAGEMENT6+ years Filed as: JOHNSTON ASSET MGT CORP Service code 28 · EIN 13-3257590 | Investment Management | $96,545 |
PBMARES, LLP6+ years Service code 10 · EIN 54-0737372 | Accounting | $35,370 |
RICHMOND CAPITAL MANAGEMENT6+ years Filed as: RICHMOND CAPITAL MGT, INC. Service code 28 · EIN 54-1288566 | Investment Management | $24,695 |
PNC BANK, N.A.5+ years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $18,124 |
See 1 actuary disclosure with Solo.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 8.50% | 16.36%-7.9pp | 793.01%-784.5pp | 11.45%-2.9pp |
| Employer contribution / active EE | $16,884 | $15,595+8.3% | $27,004-37.5% | $17,219-1.9% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |