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.8+ years Service code 13 · EIN 13-3745616 | Contract Administrator | $21,271,590 |
BLACKSTONE1 year Filed as: BLACKSTONE TACTICAL OPP FD III Service code 28 · EIN 80-0843688 | Investment Management | $1,864,062 |
RCP ADVISORS LLC1 year Filed as: RCP DIRECT II FEEDER LTD Service code 28 353 N. CLARK STREET · CHICAGO, IL 60654 | Investment Management | $1,171,220 |
Filed as: DYAL III PENSION INVESTORS Service code 28 · EIN 98-1229733 | Investment Management | $1,009,123 |
Filed as: JPM CASH FLOW MATCH Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $904,730 |
A&M CAPITAL1 year Filed as: A&M CAPITAL OPP FUND LP Service code 28 · EIN 46-2333989 | Investment Management | $884,685 |
THE CARLYLE GROUP1 year Filed as: CARLYLE REALTY PARTNERS VIII LP Service code 28 · EIN 52-1988385 | Investment Management | $809,295 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $645,369 |
Service code 28 · EIN 98-1130773 | Investment Management | $580,032 |
GOLDPOINT PARTNERS LLC1 year Filed as: GOLDPOINT PTNS COINV VI LP Service code 28 · EIN 82-0870398 | Investment Management | $546,278 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | -11.13% | 33.11%-44.2pp | 12.68%-23.8pp | 33.11%-44.2pp |
| Employer contribution / active EE | $27,285 | $9,000+203.2% | $41,626-34.5% | $9,000+203.2% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |