Filed December 24, 2004 (most recent of 6 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.
| Provider | Service type | Compensation |
|---|---|---|
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $616,506 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $597,322 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 20-2830751 | Investment Management | $454,560 |
BLACKROCK2+ years Filed as: BLACKROCK INSTL TRUST COMPANY, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $405,763 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $323,327 |
NEPC, LLC2+ years Filed as: NEPC LLC Service code 27 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $249,151 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Securities brokerage; Distribution (1... | $182,453 |
WELLINGTON TRUST COMPANY2+ years Service code 52 | Indirect Investment Fees | $83,562 |
Filed as: WASHINGTON, PITTMAN AND MCKEEVER LL Service code 10 · EIN 36-4189747 | Accounting | $20,070 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 23-1159360 | Consulting | $9,657 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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.
Plan reported a final filing / termination within the last year.
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 | $83,337-100.0% | $67,834-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 68.8%-68.8pp | 83.0%-83.0pp |
| Annual return | -101.47% | 259.45%-360.9pp | 138.47%-239.9pp | 41.45%-142.9pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |