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) | $2,762,333 |
VENROCK1 year Service code 28 3340 HILLVIEW AVENUE · PALO ALTO, CA 94304 | Investment Management | $1,712,628 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $708,472 |
TRIDENT CAPITAL VI, L.P.2 years Filed as: TRIDENT CAPITAL VI Service code 28 · EIN 98-1131812 | Investment Management | $491,352 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $468,168 |
Service code 28 · EIN 45-3056700 | Investment Management | $366,322 |
BLACKSTONE3 years Filed as: BLACKSTONE REAL ESTATE ASSOCIATES V Service code 28 · EIN 47-2277154 | Investment Management | $360,536 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT AME Service code 28 · EIN 20-8058531 | Investment Management | $334,016 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 | Advisory (Participants) | $253,160 |
Service code 28 · EIN 22-3361201 | Investment Management | $200,329 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 17.59% | 117.00%-99.4pp | 90.61%-73.0pp | 5230.06%-5212.5pp |
| Employer contribution / active EE | $3,714 | $5,915-37.2% | $32,730-88.7% | $10,491-64.6% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |