Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 25-0851750 | Plan Administrator | $23,732,733 |
CAMPBELL GLOBAL, LLC1+ years Filed as: CAMPBELL GLOBAL, INC. Service code 28 · EIN 06-1570380 | Investment Management | $2,180,018 |
GOLDMAN SACHS1+ years Filed as: DLJ REAL ESTATE CAPITAL PTNRS, LLC Service code 28 · EIN 27-3051867 | Investment Management | $580,083 |
BLACKSTONE1+ years Filed as: BLACKSTONE REAL ESTATE ADVISORS, LP Service code 28 · EIN 20-8081274 | Investment Management | $375,125 |
RESCORE FEEDER, LP1+ years Service code 65 · EIN 46-5390249 | Account Maintenance | $231,251 |
PERFORMANCE DIRECT INVEST II, LP1+ years Service code 28 · EIN 20-5608447 | Investment Management | $227,989 |
WEBSTER CAPITAL III, LP1+ years Service code 28 · EIN 30-0825463 | Investment Management | $160,000 |
CAI PARTNERS & CO IV, LP1+ years Filed as: CAI PARTNERS & CO. IV, LP Service code 51 · EIN 26-3790488 | Investment Mgmt Fees | $145,040 |
Service code 52 | Indirect Investment Fees | $140,360 |
Service code 28 · EIN 45-2763279 | Investment Management | $130,269 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $522,682-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -0.17% | 3.11%-3.3pp | -3.43%+3.3pp | 3.11%-3.3pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $25,607-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $77-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $13,511-100.0% | - |