Filed March 21, 2006 (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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET GLOBAL TRUST CO Service code 18 · EIN 81-4017137 | Investment management; Custodial (oth... | $352,306 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $316,494 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 28 · EIN 06-1452020 | Investment Management | $282,845 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $162,500 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $147,457 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $20,280 |
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.
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 | $0 | $2,822,362-100.0% | $793,067-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 9.1%-9.1pp | 0.6%-0.6pp |
| Annual return | 9.53% | 11.45%-1.9pp | 10.21%-0.7pp | 11.45%-1.9pp |
| Employer contribution / active EE | $20,468 | $17,219+18.9% | $40,687-49.7% | $17,219+18.9% |
| Participant deferral / active EE | $0 | $357-100.0% | $0 | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $0 | $15,480-100.0% |