Filed December 2, 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 4-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 |
|---|---|---|
MERCER4+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $422,974 |
FRANKLIN TEMPLETON4+ years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $206,182 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $173,477 |
MORNEAU SHEPELL4+ years Service code 15 · EIN 45-4303723 | Recordkeeping | $155,250 |
MCDERMOTT WILL & EMERY LLP3 years Service code 29 · EIN 36-1453176 | Legal | $154,140 |
TORTOISE CAPITAL ADVISORS LLC4+ years Filed as: TORTOISE CAPITAL ADVISORS Service code 51 · EIN 22-3875939 | Investment Mgmt Fees | $137,804 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $126,345 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $115,186 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $98,263 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: JANUS CAPITAL MANAGEMENT Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $72,185 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | -87.66% | -114.97%+27.3pp | -102.03%+14.4pp | -82.66%-5.0pp |
| Employer contribution / active EE | $0 | $39,358-100.0% | $36,229-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |