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 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.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Filed as: MERCER INVESTMENT MGMT. Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $2,507,983 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,840,166 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS Service code 50 · EIN 48-1140940 | Direct Payment | $1,401,921 |
LEGG MASON1 year Filed as: LEGG MASON, INC. AND SUBSIDIARIES Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $1,007,280 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 10 · EIN 13-5581829 | Accounting | $1,002,161 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST Service code 23 · EIN 36-1561860 | Insurance services; Direct payment fr... | $809,033 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 28 · EIN 04-2929221 | Investment Management | $262,673 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST CO. Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $104,166 |
STATE STREET GLOBAL ADVISORS7+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $79,285 |
Filed as: BAILLIE GIFFORD OVERSEAS LTD. Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $25,275 |
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.
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 with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $369,410-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.0%0pp |
| Annual return | 2.57% | 13.51%-10.9pp | 8.28%-5.7pp | 13.51%-10.9pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $40,747-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $26-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,495-100.0% | - |