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) | $2,201,211 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,596,092 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $324,443 |
TRIDENT CAPITAL VI, L.P.3 years Service code 28 · EIN 98-1131812 | Investment Management | $320,814 |
Service code 28 · EIN 45-3056700 | Investment Management | $312,490 |
Filed as: PRINCIPAL BANK DBA PRINCIPAL CUS. S Service code 21 · EIN 42-1466678 | Bank Trustee | $267,304 |
GOLDMAN SACHS2 years Filed as: KPS CAPITAL PARTNERS, LP Service code 28 ONE VANDERBILT AVENUE · NEW YORK, NY 10017 | Investment Management | $229,821 |
Service code 28 · EIN 04-2929221 | Investment Management | $223,955 |
Filed as: ADVENT INTERNATIONAL CORPORATION Service code 28 · EIN 11-3774841 | Investment Management | $187,238 |
ACADIAN ASSET MANAGEMENT LLC5 years Service code 28 · EIN 04-2840139 | Investment Management | $162,556 |
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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 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 7.54% | 33.11%-25.6pp | 32.33%-24.8pp | 33.11%-25.6pp |
| Employer contribution / active EE | $5,390 | $9,000-40.1% | $33,964-84.1% | $9,000-40.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |