Filed January 31, 1994
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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT ADVISORY Service code 27 · EIN 04-3515240 | Advisory (Plan) | $421,822 |
MERCER3+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $271,737 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET Service code 27 · EIN 04-3472863 | Advisory (Plan) | $183,106 |
NORTHERN TRUST COMPANY1 year Service code 15 · EIN 36-1561860 | Recordkeeping | $141,544 |
Service code 27 · EIN 04-6987758 | Advisory (Plan) | $117,868 |
Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 27 · EIN 04-3304963 | Advisory (Plan) | $96,390 |
Filed as: MARATHON Service code 27 · EIN 44-6201673 | Advisory (Plan) | $88,819 |
Service code 27 · EIN 26-0335469 | Advisory (Plan) | $87,904 |
GARDNER RUSSO1 year Filed as: GARDNER RUSSO & GARDNER Service code 27 · EIN 23-2673088 | Advisory (Plan) | $68,619 |
BERTRAM CAPITAL1 year Service code 27 · EIN 20-4738270 | Advisory (Plan) | $66,138 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $8,130,877 | $1,723,788+371.7% | $1,867,444+335.4% | $1,723,788+371.7% |
| Participation rate | 0.0% | 1.9%-1.9pp | 11.3%-11.3pp | 1.9%-1.9pp |
| Annual return | 18.50% | 23.90%-5.4pp | 9.84%+8.7pp | 23.90%-5.4pp |
| Employer contribution / active EE | $27,637 | $16,539+67.1% | $50,102-44.8% | $16,539+67.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $612-100.0% | $350-100.0% |
| Admin fee / account holder | $90,786 | $18,975+378.5% | $18,647+386.9% | $18,975+378.5% |