Filed March 20, 2002 (most recent of 3 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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $3,087,312 |
COLUMBUS CIRCLE INVESTORS5+ years Service code 28 · EIN 06-1404803 | Investment Management | $1,007,241 |
Service code 28 · EIN 20-2830751 | Investment Management | $884,688 |
Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $713,352 |
CALLAN LLC5+ years Filed as: NWQ INVESTMENT MGMT CO. LLC Service code 28 · EIN 47-0875103 | Investment Management | $713,184 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $696,063 |
SUSTAINABLE GROWTH ADVISORS5+ years Filed as: SUSTAINABLE GROWTH ADVISERS, LP Service code 28 · EIN 05-0571266 | Investment Management | $627,811 |
Filed as: HOTCHKIS AND WILEY CAPITAL MGMT Service code 28 · EIN 95-4871957 | Investment Management | $564,460 |
WASATCH ADVISORS5+ years Service code 28 · EIN 87-0319391 | Investment Management | $541,326 |
VULCAN VALUE PARTNERS5+ years Service code 28 · EIN 39-2051712 | Investment Management | $494,456 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,170 | $201,404+60.5% | $93,606+245.2% | $89,569+260.8% |
| Participation rate | 99.8% | 87.5%+12.2pp | 75.8%+23.9pp | 69.6%+30.2pp |
| Annual return | 23.85% | 23.05%+0.8pp | 32.76%-8.9pp | 34.56%-10.7pp |
| Employer contribution / active EE | $15,275 | $6,528+134.0% | $2,718+462.0% | $2,584+491.1% |
| Participant deferral / active EE | $13,088 | $9,208+42.1% | $4,069+221.7% | $4,220+210.1% |
| Admin fee / account holder | $584 | $89+553.7% | $7,888-92.6% | $72+715.5% |