Filed July 16, 2013 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $662,760 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $170,033 |
KPMG LLP6+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $116,361 |
DODGE & COX4 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $87,717 |
GOLDMAN SACHS5 years Filed as: POLUNIN CAPITAL PARTNERS LIMITED Service code 28 | Investment Management | $86,179 |
NB ALTERNATIVES ADVISERS LLC3 years Service code 28 · EIN 30-0536163 | Investment Management | $77,785 |
DONALD TAYLOR3 years Filed as: DONALD SMITH AND CO, INC Service code 27 · EIN 13-2807845 | Advisory (Plan) | $74,407 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $68,550 |
NISA INVESTMENT ADVISORS, LLC6+ years Service code 28 · EIN 48-1140940 | Investment Management | $62,778 |
NB DYAL ADVISORS LLC3 years Service code 28 · EIN 27-2301101 | Investment Management | $27,816 |
See 1 actuary disclosure with Solo.
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Participant 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 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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 11.15% | 12.77%-1.6pp | 90.60%-79.4pp | 12.86%-1.7pp |
| Employer contribution / active EE | $10,293 | $8,963+14.8% | $32,727-68.5% | $13,687-24.8% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |