Filed July 23, 2015 (most recent of 2 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 |
|---|---|---|
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $865,578 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $791,241 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT INC. Service code 28 · EIN 62-0951781 | Investment Management | $710,500 |
UT-BATTELLE LLC3+ years Service code 14 · EIN 62-1788235 | Plan Administrator | $601,792 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $595,652 |
Filed as: JP MORGAN STRATEGIC INV MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $566,139 |
HAMILTON LANE ADVISORS, LLC3+ years Filed as: HAMILTONLANE ADVISOR, LLC Service code 28 · EIN 23-2962336 | Investment Management | $554,810 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 19 · EIN 13-5581829 | Securities Custodian | $531,196 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 20-2830751 | Investment Management | $355,492 |
Filed as: NEXT CENTURY GROWTH INVESTORS,LLC Service code 28 · EIN 41-1923871 | Investment Management | $313,952 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 16.18% | 15.82%+0.4pp | 16.78%-0.6pp | 17.84%-1.7pp |
| Employer contribution / active EE | $26,536 | $19,885+33.5% | $26,328+0.8% | $14,688+80.7% |
| Participant deferral / active EE | $2,469 | $776+218.0% | $97+2455.8% | $770+220.8% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |