Filed October 18, 2004
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 |
|---|---|---|
PENTEGRA SERVICES, INC.10+ years Service code 13 · EIN 13-3745616 | Contract Administrator | $15,688,405 |
PRIME STORAGE FUND II LP1 year Service code 28 · EIN 32-0516056 | Investment Management | $5,273,617 |
PWP GROWTH EQUITY FUND II LP3 years Service code 28 · EIN 32-0513417 | Investment Management | $2,816,056 |
BLACKSTONE3 years Filed as: BLACKSTONE TACTICAL OPP FD III Service code 28 · EIN 80-0843688 | Investment Management | $1,721,626 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT,INC Service code 28 · EIN 13-4994650 | Investment Management | $1,085,486 |
Service code 28 · EIN 82-1720128 | Investment Management | $997,229 |
Filed as: MONARCH CAP PARTNERS III LP Service code 28 · EIN 46-4422724 | Investment Management | $922,479 |
RCP ADVISORS LLC3 years Filed as: RCP DIRECT II FEEDER LTD Service code 28 353 N. CLARK STREET · CHICAGO, IL 60654 | Investment Management | $583,262 |
GOLDMAN SACHS1 year Filed as: OAK HILL CAPITAL PARTNERS IV LP Service code 28 · EIN 98-1226036 | Investment Management | $544,735 |
GOLDMAN SACHS1 year Filed as: DC CAPITAL PARTNERS FUND II(CAYMAN) Service code 28 · EIN 98-1294741 | Investment Management | $451,039 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.0%-14.0pp | 0.0%0pp |
| Annual return | -0.94% | 8.88%-9.8pp | 96.17%-97.1pp | 8.88%-9.8pp |
| Employer contribution / active EE | $13,829 | $15,934-13.2% | $25,602-46.0% | $15,934-13.2% |
| Participant deferral / active EE | $37 | $753-95.0% | $292-87.2% | $753-95.0% |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |