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.
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 |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 26 · EIN 04-3515240 | Advisory (Participants) | $2,145,883 |
Service code 11 · EIN 53-0181291 | Actuarial | $414,904 |
Service code 28 · EIN 45-3056700 | Investment Management | $392,756 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $287,958 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 | Advisory (Participants) | $263,686 |
Filed as: BARINGS LLC Service code 28 · EIN 51-0504477 | Investment Management | $184,714 |
TRIDENT CAPITAL VI, L.P.1 year Filed as: TRIDENT CAPITAL VI Service code 28 · EIN 98-1131812 | Investment Management | $179,486 |
Service code 28 · EIN 20-0292745 | Investment Management | $147,453 |
BLACKSTONE1 year Filed as: BLACKSTONE REAL ESTATE ASSOC VIII Service code 28 · EIN 47-2277154 | Investment Management | $143,061 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $142,767 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 19.55% | 1023.85%-1004.3pp | 20.73%-1.2pp | 1023.85%-1004.3pp |
| Employer contribution / active EE | $11,246 | $11,605-3.1% | $36,503-69.2% | $11,605-3.1% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |