Filed May 20, 2014 (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.
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $647,646 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $394,418 |
WESTFIELD CAPITAL MANAGEMENT3 years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $361,702 |
AON CONSULTING3 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $251,052 |
THE LONDON COMPANY1 year Filed as: LONDON (FRMLY WEDGE) Service code 28 · EIN 56-1557450 | Investment Management | $203,849 |
LOOMIS SAYLES2 years Filed as: NATIXIS-LOOMIS Service code 28 · EIN 04-3274056 | Investment Management | $184,540 |
FCI ADVISORS2 years Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $182,916 |
RICHMOND CAPITAL MANAGEMENT2 years Filed as: RICHMOND CAPITAL Service code 28 · EIN 54-1288566 | Investment Management | $112,408 |
COMERICA BANK3 years Filed as: COMERICA Service code 21 1717 MAIN ST. · DALLAS, TX 75201 | Bank Trustee | $104,699 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $102,947 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $270,125-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 1.5%-1.5pp |
| Annual return | -16.11% | -2.41%-13.7pp | -38.85%+22.7pp | 23.41%-39.5pp |
| Employer contribution / active EE | $1,692 | $7,691-78.0% | $37,752-95.5% | $12,650-86.6% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |