Filed April 17, 2002
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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES Service code 16 · EIN 04-2562231 | Consulting | $595,000 |
GOLDMAN SACHS3+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $426,695 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $381,512 |
GENESIS ASSET MANAGERS LLP3+ years Filed as: GENESIS EMERGING MARKET Service code 28 · EIN 22-3163872 | Investment Management | $221,181 |
INCOME RESEARCH & MANAGEMENT3+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $119,948 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $114,527 |
ARROWSTREET CAPITAL2 years Service code 28 · EIN 04-3472863 | Investment Management | $100,756 |
Filed as: MARATHON LONDON INTERNATIONAL Service code 28 · EIN 04-3237387 | Investment Management | $93,924 |
Service code 28 · EIN 81-4017137 | Investment Management | $81,418 |
BAKER NEWMAN NOYES3+ years Filed as: BAKER NEWMAN NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $30,500 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 15.23% | 26.60%-11.4pp | 10.16%+5.1pp | 17.84%-2.6pp |
| Employer contribution / active EE | $5,346 | $7,232-26.1% | $33,192-83.9% | $14,688-63.6% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |