Filed March 28, 2014 (most recent of 7 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 |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $187,500 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $73,456 |
ARROWSTREET CAPITAL7 years Filed as: ARROWSTREET CAPITAL LP Service code 51 200 CLARENDON STREET 30TH FLOOR · BOSTON, MA 02116 | Investment Mgmt Fees | $18,725 |
VULCAN VALUE PARTNERS10+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 51 THREE PROTECTIVE CENTER · BIRMINGHAM, AL 35223 | Investment Mgmt Fees | $8,923 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 3.00% | 8.46%-5.5pp | 9.82%-6.8pp | 8.76%-5.8pp |
| Employer contribution / active EE | $3,782 | $11,054-65.8% | $30,322-87.5% | $16,664-77.3% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |