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 |
|---|---|---|
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $4,780,894 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL, LIMITED PARTNE Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $4,596,184 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $2,199,527 |
ACADIAN ASSET MANAGEMENT LLC8 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $1,960,493 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $1,825,940 |
Service code 27 7676 FORSYTH BLVD, SUITE 1100 · ST. LOUIS, MO 63105 | Advisory (Plan) | $1,271,264 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS HOLDIN Service code 28 · EIN 87-0896782 | Investment Management | $1,072,899 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $1,072,899 |
BAILLIE GIFFORD OVERSEAS LTD10+ years Service code 28 · EIN 22-3438530 | Investment Management | $999,276 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $725,831 |
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.
Annual investment return 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 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 0.21% | 8.85%-8.6pp | 6.74%-6.5pp | 8.85%-8.6pp |
| Employer contribution / active EE | $3,534 | $8,529-58.6% | $43,780-91.9% | $8,529-58.6% |
| Participant deferral / active EE | $0 | $399-100.0% | $44-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |