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.9+ years Service code 13 · EIN 13-3745616 | Contract Administrator | $17,837,693 |
GOLDMAN SACHS4 years Filed as: HARBERT MEZZANINE PTR III LP Service code 28 · EIN 45-2704508 | Investment Management | $854,534 |
Filed as: JPMORGAN INVESTMENT MANAGEMENT INC. Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $847,900 |
GOLDMAN SACHS3 years Filed as: OAK HILL CAPITAL PARTNERS IV Service code 28 · EIN 98-1226036 | Investment Management | $593,472 |
BLACKSTONE1 year Filed as: BLACKSTONE TACTICAL OPPORTUNITIES F Service code 28 · EIN 80-0844368 | Investment Management | $572,507 |
GOLDPOINT PARTNERS LLC1 year Filed as: GOLDPOINT PARTNERS CO-INVESTMENT VI Service code 28 · EIN 82-0870398 | Investment Management | $537,386 |
RCP ADVISORS LLC2 years Filed as: RCP DIRECT II FEEDER LTD Service code 28 353 N. CLARK STREET · CHICAGO, IL 60654 | Investment Management | $516,672 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 27 · EIN 13-5160382 | Advisory (Plan) | $336,852 |
THE CARLYLE GROUP2 years Filed as: CARLYLE REALTY PARTNERS VIII LP Service code 28 · EIN 52-1988385 | Investment Management | $304,745 |
NEUBERGER BERMAN1 year Filed as: NB SECONDARY OPP OFFSHORE FD IV LP Service code 28 · EIN 98-1299555 | Investment Management | $270,770 |
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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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -8.73% | 8.48%-17.2pp | 9.17%-17.9pp | 8.48%-17.2pp |
| Employer contribution / active EE | $13,349 | $9,949+34.2% | $40,523-67.1% | $9,949+34.2% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |