Filed December 29, 2011 (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. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,237,509 |
MERCER2+ years Filed as: MERCER INVESTMENT MGMT. Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $2,124,741 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $847,020 |
COPPEROCK1 year Service code 28 · EIN 27-4085435 | Investment Management | $716,047 |
Filed as: INVESTEC EM MKTS LOCAL CURRENCY Service code 28 · EIN 27-3203031 | Investment Management | $665,121 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS Service code 50 · EIN 48-1140940 | Direct Payment | $599,028 |
NUVEEN2+ years Filed as: NWQ INVESTMENT MGMT. Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $564,639 |
INVESTEC ASSET MANAGEMENT2+ years Filed as: INVESTEC EMERGING MARKETS Service code 51 · EIN 39-2079691 | Investment Mgmt Fees | $415,239 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $399,341 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MGMT. Service code 28 · EIN 13-3575636 | Investment Management | $364,281 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $40,289-100.0% | $322,681-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 27.6%-27.6pp | 4.2%-4.2pp |
| Annual return | 5.87% | 10.64%-4.8pp | 4.07%+1.8pp | 10.64%-4.8pp |
| Employer contribution / active EE | $4,075 | $11,561-64.8% | $36,235-88.8% | $11,561-64.8% |
| Participant deferral / active EE | $0 | $347-100.0% | $215-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $7,128-100.0% | $312-100.0% |