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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $502,032 |
THE LONDON COMPANY1 year Filed as: LONDON COMPANY Service code 28 · EIN 56-1557450 | Investment Management | $419,493 |
FIERA CAPITAL3 years Filed as: FIERA CAPITAL (APEX) Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $272,974 |
WESTFIELD CAPITAL MANAGEMENT4 years Filed as: WESTFIELD Service code 28 · EIN 80-0175963 | Investment Management | $266,646 |
AON CONSULTING4 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $259,755 |
FCI ADVISORS3 years Filed as: FCI CAPITAL Service code 28 · EIN 43-1703335 | Investment Management | $200,754 |
LOOMIS SAYLES3 years Filed as: NATIXIS-LOOMIS Service code 11 · EIN 04-3274056 | Actuarial | $198,085 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $145,007 |
RICHMOND CAPITAL MANAGEMENT3 years Filed as: RICHMOND CAPITAL Service code 28 · EIN 54-1288566 | Investment Management | $95,691 |
COMERICA BANK4 years Filed as: COMERICA Service code 21 1717 MAIN ST. · DALLAS, TX 75201 | Bank Trustee | $80,240 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $250,986-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.6%-50.6pp | 2.2%-2.2pp |
| Annual return | 14.50% | 9.71%+4.8pp | 32.30%-17.8pp | 9.11%+5.4pp |
| Employer contribution / active EE | $2,700 | $7,317-63.1% | $33,955-92.0% | $12,231-77.9% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |