Filed February 7, 2005 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OCH-ZIFF CAPITAL MANAGEMENT2+ years Filed as: OCH-ZIFF CAPITAL MANAGEMENT LLC Service code 28 · EIN 13-3980578 | Investment Management | $4,025,954 |
OMEGA ADVISORS, INC.2+ years Service code 28 · EIN 13-3628307 | Investment Management | $2,921,951 |
MAVERICK CAPITAL LTD2+ years Service code 28 300 CRESCENT COURT · DALLAS, TX 75201 | Investment Management | $2,882,387 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $1,400,541 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN PARTNERS LTD. PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $932,060 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $864,080 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $737,508 |
GENESIS ASSET MANAGERS LLP2+ years Filed as: GENESIS ASSET MANAGERS LP Service code 28 | Investment Management | $722,324 |
HARDING LOEVNER LP2+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $717,047 |
JACKSON SQUARE PARTNERS2+ years Service code 28 101 CALIFORNIA STREET SUITE 3750 · SAN FRANCISCO, CA 94111 | Investment Management | $605,544 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,235 | $93,756+123.2% | $133,975+56.2% | $329,111-36.4% |
| Participation rate | 95.3% | 89.7%+5.6pp | 87.1%+8.2pp | 67.9%+27.4pp |
| Annual return | 4.36% | 20.33%-16.0pp | 29.29%-24.9pp | 16.35%-12.0pp |
| Employer contribution / active EE | $6,364 | $3,619+75.8% | $5,211+22.1% | $2,303+176.3% |
| Participant deferral / active EE | $11,469 | $5,685+101.7% | $6,282+82.6% | $3,682+211.5% |
| Admin fee / account holder | $815 | $90+809.6% | $9,324-91.3% | $754+8.1% |