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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $124,897 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $85,328 |
HARPER DANESH LLC1 year Filed as: HARPER DANESH, LLC Service code 11 399 ALEXANDER STREET · NEW YORK, NY 14607 | Actuarial | $42,000 |
Filed as: SILCHESTER INT'L INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $36,527 |
Filed as: JUNTO CAPITAL MANAGEMENT, LP Service code 51 450 PARK AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $29,149 |
HG VORA1 year Service code 52 · EIN 98-1047317 | Indirect Investment Fees | $24,630 |
BUCK GLOBAL, LLC6+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 | Actuarial | $21,664 |
POLEN CAPITAL4 years Service code 28 1825 NW CORPORATE BLVD., SUITE 300 · BOCA RATON, FL 33431 | Investment Management | $21,018 |
ARMANINO LLP2 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $20,000 |
Service code 28 101 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $7,355 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $95,044-100.0% | $439,512-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 8.4%-8.4pp |
| Annual return | 13.93% | 13.03%+0.9pp | 9.07%+4.9pp | 18.35%-4.4pp |
| Employer contribution / active EE | $21,846 | $14,235+53.5% | $46,116-52.6% | $14,669+48.9% |
| Participant deferral / active EE | $0 | $73-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $147,323-100.0% | $9,141-100.0% |