Filed November 9, 2005
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 |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 26 · EIN 04-3515240 | Advisory (Participants) | $2,207,930 |
Filed as: SILCHESTER INTERNATIONAL INVESTORS, Service code 28 · EIN 45-3056700 | Investment Management | $564,263 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $505,111 |
Filed as: ADVENT INTERNATIONAL GPE VII-B L.P. Service code 28 · EIN 04-2840139 | Investment Management | $399,889 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $328,613 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $328,527 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 | Advisory (Participants) | $264,532 |
Service code 28 · EIN 20-0292745 | Investment Management | $183,919 |
Filed as: BARINGS LLC Service code 28 · EIN 51-0504477 | Investment Management | $127,098 |
HS MANAGEMENT PARTNERS, LLC3 years Service code 28 · EIN 26-0335469 | Investment Management | $124,209 |
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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 | $0 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -4.36% | 16.96%-21.3pp | -102.04%+97.7pp | 73.13%-77.5pp |
| Employer contribution / active EE | $8,353 | $5,316+57.1% | $36,232-76.9% | $8,421-0.8% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |