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 RESEARCH8+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $96,964 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $89,198 |
HARPER DANESH LLC3 years Filed as: HARPER DANESH, LLC Service code 11 399 ALEXANDER STREET · NEW YORK, NY 14607 | Actuarial | $51,975 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 51 71 S WACKER DR. STE 800 · CHICAGO, IL 60606 | Investment Mgmt Fees | $31,250 |
ARMANINO LLP4 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $27,325 |
POLEN CAPITAL6 years Service code 28 1825 NW CORPORATE BLVD., SUITE 300 · BOCA RATON, FL 33431 | Investment Management | $13,774 |
Service code 51 101 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Mgmt Fees | $12,740 |
ARROWSTREET CAPITAL1 year Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $7,240 |
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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 | $49,218-100.0% | $339,002-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 39.1%-39.1pp | 12.4%-12.4pp |
| Annual return | 8.63% | 7.73%+0.9pp | 12.78%-4.1pp | 9.89%-1.3pp |
| Employer contribution / active EE | $32,721 | $15,115+116.5% | $44,816-27.0% | $14,313+128.6% |
| Participant deferral / active EE | $0 | $300-100.0% | $33-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $3,821-100.0% | $2,002-100.0% | $9,084-100.0% |