Filed September 21, 2012
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.
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 |
|---|---|---|
THE LONDON COMPANY2 years Service code 51 · EIN 90-0824693 | Investment Mgmt Fees | $192,784 |
ANCHOR CAPITAL ADVISORS LLC2 years Filed as: ANCHOR CAPITAL Service code 51 · EIN 20-4669888 | Investment Mgmt Fees | $172,155 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $161,207 |
CAMBRIA INVESTORS, LLC2 years Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $118,844 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENT, LLC Service code 51 · EIN 45-2081287 | Investment Mgmt Fees | $113,561 |
Filed as: OAKHURST CAPITAL MANAGEMENT, LLC Service code 28 · EIN 85-3620002 | Investment Management | $84,733 |
Service code 28 · EIN 34-1922005 | Investment Management | $48,977 |
SCHARF INVESTMENTS LLC2 years Filed as: SCHARF INVESTMENTS, LLC Service code 28 · EIN 26-3775085 | Investment Management | $43,938 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT MANAGER Service code 27 · EIN 13-3200244 | Advisory (Plan) | $25,902 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $0 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.47% | 8.51%+1.0pp | 10.54%-1.1pp | 8.76%+0.7pp |
| Employer contribution / active EE | $2,988 | $16,216-81.6% | $26,782-88.8% | $16,627-82.0% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |