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 RESEARCH5+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $104,369 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $86,361 |
BUCK GLOBAL, LLC5+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 | Actuarial | $70,009 |
Filed as: SILCHESTER INT'L INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $38,886 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVEST.MGMT AMERICA Service code 28 | Investment Management | $29,486 |
POLEN CAPITAL3 years Service code 28 1825 NW CORPORATE BLVD., SUITE 300 · BOCA RATON, FL 33431 | Investment Management | $19,522 |
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $15,000 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INVEST.MGMT.AMERICA Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $0 |
LSV ASSET MANAGEMENT2 years Service code 28 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | 10.56% | 8.09%+2.5pp | 1087.39%-1076.8pp | 9.29%+1.3pp |
| Employer contribution / active EE | $26,528 | $22,299+19.0% | $42,245-37.2% | $15,168+74.9% |
| Participant deferral / active EE | $0 | $820-100.0% | $120-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |