Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
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.
See the 10-year trajectory. $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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,429,374 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $660,501 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 155 N WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $550,885 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $424,061 |
Filed as: GUGGENHEIM TRUST COMPANY, LLC Service code 51 · EIN 73-1632078 500 BOYLSTON STREET, SUITE 1300 · BOSTON, MA 02116 | Investment Mgmt Fees | $349,894 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 51 · EIN 51-0368279 1735 MARKET STREET 32ND FLOOR · PHILADELPHIA, PA 19103 | Investment Mgmt Fees | $331,321 |
OFI GLOBAL TRUST COMPANY3+ years Service code 51 · EIN 13-3459790 | Investment Mgmt Fees | $314,219 |
PANAGORA ASSET MANAGEMENT2 years Filed as: PANAGORA Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $306,667 |
BAILLIE GIFFORD OVERSEAS LTD2 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $249,452 |
NEUBERGER BERMAN1 year Service code 51 · EIN 13-5521910 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Mgmt Fees | $238,523 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 12.14% | 16.32%-4.2pp | 12.88%-0.7pp | 16.32%-4.2pp |
| Employer contribution / active EE | $3,208 | $12,766-74.9% | $40,010-92.0% | $12,766-74.9% |
| Participant deferral / active EE | $0 | $800-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |