Filed January 4, 2012 (most recent of 4 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 |
|---|---|---|
ACADIAN ASSET MANAGEMENT LLC7 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $2,487,496 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL, LIMITED PARTNE Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $1,766,992 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $1,508,261 |
Service code 27 7676 FORSYTH BLVD, SUITE 1100 · ST. LOUIS, MO 63105 | Advisory (Plan) | $989,673 |
BAILLIE GIFFORD OVERSEAS LTD9+ years Service code 28 · EIN 22-3438530 | Investment Management | $962,993 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $762,482 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $740,881 |
INVESCO2 years Filed as: INVESCO ADVISORS, INC Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $705,862 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $564,684 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $520,254 |
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.
Employer contribution per participant 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 | $0 | $331,632-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.0%0pp |
| Annual return | 6.61% | 13.18%-6.6pp | 10.59%-4.0pp | 13.18%-6.6pp |
| Employer contribution / active EE | $3,334 | $8,469-60.6% | $43,976-92.4% | $8,469-60.6% |
| Participant deferral / active EE | $0 | $322-100.0% | $166-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $25,063-100.0% | - |