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) | $2,280,949 |
VENROCK2 years Service code 28 3340 HILLVIEW AVENUE · PALO ALTO, CA 94304 | Investment Management | $754,508 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 28 · EIN 04-2840139 | Investment Management | $712,995 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $705,479 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT AME Service code 28 · EIN 20-8058531 | Investment Management | $513,492 |
Service code 28 · EIN 45-3056700 | Investment Management | $435,139 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $402,322 |
BLACKSTONE4 years Filed as: BLACKSTONE REAL ESTATE ASSOCIATES V Service code 28 · EIN 47-2277154 | Investment Management | $296,279 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 | Advisory (Participants) | $261,001 |
Filed as: ADVENT INTERNATIONAL CORPORATION Service code 28 · EIN 11-3774841 | Investment Management | $247,144 |
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Participant contribution per participant 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 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 8.76% | 45.95%-37.2pp | 10.75%-2.0pp | 19.39%-10.6pp |
| Employer contribution / active EE | $8,181 | $4,551+79.7% | $35,170-76.7% | $8,446-3.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |