Filed January 2, 2019 (most recent of 6 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 28 655 MADISON AVENUE, 20TH FLOOR · NEW YORK, NY 10065 | Investment Management | $21,952 |
Filed as: HARMONY PARTNERS FUND II, L.P. Service code 28 2200 SAND HILL RD. SUITE 240 · MENLO PARK, CA 94025 | Investment Management | $20,440 |
Filed as: HARMONY PARTNERS FUND IV, L.P. Service code 28 655 MADISON AVENUE, 20TH FLOOR · NEW YORK, NY 10065 | Investment Management | $16,546 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.7%-1.7pp |
| Annual return | 13.95% | 10.61%+3.3pp | 9.52%+4.4pp | 627.08%-613.1pp |
| Employer contribution / active EE | $0 | $21,392-100.0% | $41,951-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |