Filed July 30, 1997 (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.
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONDUENT HR SERVICES Service code 15 · EIN 81-2983623 | Recordkeeping | $1,441,968 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN US ACTIVE CORE PLUS EQUIT Service code 28 · EIN 13-3200244 | Investment Management | $897,653 |
Service code 14 · EIN 95-1240335 | Plan Administrator | $838,385 |
AON CONSULTING4+ years Service code 11 · EIN 77-0182453 | Actuarial | $307,630 |
PAYDEN & RYGEL4+ years Service code 28 · EIN 95-3921788 | Investment Management | $172,953 |
Filed as: RANGER INVESTMENT MANAGEMENT LP Service code 28 · EIN 02-0661004 | Investment Management | $134,153 |
BLACKROCK2 years Filed as: BLACKROCK MSCI ACWI IMI IF Service code 28 · EIN 33-6371939 | Investment Management | $96,182 |
Filed as: BNY MELLON ASSET MGMT OF NO. AMERIC Service code 28 · EIN 25-1442864 | Investment Management | $87,171 |
SIMPSON & SIMPSON CPAS1 year Filed as: SIMPSON & SIMPSON CPA'S Service code 10 · EIN 95-3683803 | Accounting | $67,291 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSEL INVESTMENT CAPITAL LLC Service code 17 · EIN 91-1659779 | Pension Consulting | $65,794 |
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.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $221,583-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -3.15% | -1.95%-1.2pp | -6.55%+3.4pp | -1.95%-1.2pp |
| Employer contribution / active EE | $4,716 | $9,243-49.0% | $21,653-78.2% | $9,243-49.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $160-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,920-100.0% | $62,356-100.0% |