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) | $1,700,626 |
THOMA BRAVO ADVISERS, L.P.2 years Service code 28 · EIN 84-5194444 | Investment Management | $1,645,883 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $749,265 |
Service code 28 · EIN 04-2929221 | Investment Management | $537,393 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $345,307 |
Service code 28 · EIN 45-3056700 | Investment Management | $331,119 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGMT AME Service code 28 · EIN 20-8058531 | Investment Management | $312,134 |
Service code 28 · EIN 20-0292745 | Investment Management | $241,132 |
Filed as: PRINCIPAL BANK DBA PRINCIPAL CUS. S Service code 21 · EIN 42-1466678 | Bank Trustee | $224,794 |
ACADIAN ASSET MANAGEMENT LLC4 years Service code 28 · EIN 04-2840139 | Investment Management | $203,188 |
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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 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -17.80% | -14.80%-3.0pp | -38.86%+21.1pp | -14.80%-3.0pp |
| Employer contribution / active EE | $5,961 | $8,996-33.7% | $37,756-84.2% | $8,996-33.7% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |