Filed April 16, 1
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 RESEARCH9+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $132,185 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $90,883 |
HARPER DANESH LLC4 years Filed as: HARPER DANESH, LLC Service code 11 399 ALEXANDER STREET · NEW YORK, NY 14607 | Actuarial | $61,778 |
ARMANINO LLP5 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $26,935 |
ARROWSTREET CAPITAL2 years Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $17,038 |
POLEN CAPITAL7 years Service code 28 1825 NW CORPORATE BLVD., SUITE 300 · BOCA RATON, FL 33431 | Investment Management | $11,879 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 51 71 S WACKER DR. STE 800 · CHICAGO, IL 60606 | Investment Mgmt Fees | $9,375 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,477-100.0% | $157,677-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 28.6%-28.6pp | 11.0%-11.0pp |
| Annual return | 17.29% | 9.01%+8.3pp | 8.41%+8.9pp | 8.21%+9.1pp |
| Employer contribution / active EE | $24,652 | $10,608+132.4% | $41,333-40.4% | $13,841+78.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $40-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,127-100.0% | $3,303-100.0% | $1,652-100.0% |