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 | $28,604,867 |
CAMPBELL GLOBAL, LLC1 year Service code 28 · EIN 06-1570380 | Investment Management | $2,144,613 |
GOLDMAN SACHS2+ years Filed as: DLJ REAL ESTATE CAPITAL PTNRS, LLC Service code 28 · EIN 27-3051867 | Investment Management | $548,517 |
RESCORE FEEDER, LP2+ years Service code 65 · EIN 46-5390249 | Account Maintenance | $213,250 |
PERFORMANCE DIRECT INVEST II, LP2+ years Service code 51 · EIN 20-5608447 | Investment Mgmt Fees | $203,683 |
ROCKPOINT REAL ESTATE2+ years Filed as: ROCKPOINT REAL ESTATE FUND V GP LLC Service code 28 · EIN 47-2190176 | Investment Management | $162,726 |
Filed as: ROCKPOINT REAL ESTATE FUND IV, GP Service code 28 · EIN 45-2763279 | Investment Management | $161,078 |
BLACKSTONE1 year Filed as: BLACKSTONE REAL ESTATE ASSOC VI, LP Service code 28 · EIN 20-5954515 | Investment Management | $151,029 |
CAI PARTNERS & CO IV, LP2+ years Filed as: CAI PARTNERS & CO. IV, LP Service code 51 · EIN 26-3790488 | Investment Mgmt Fees | $145,042 |
BLACKSTONE1 year Filed as: BLACKSTONE REAL ESTATE ASSOC VII LP Service code 28 · EIN 45-3450248 | Investment Management | $123,689 |
Annual investment return 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 | $19,146-100.0% | $567,892-100.0% | $19,146-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 100.0%-100.0pp | 90.6%-90.6pp |
| Annual return | 7.63% | 8.17%-0.5pp | 5.58%+2.0pp | 8.17%-0.5pp |
| Employer contribution / active EE | $18,264 | $11,868+53.9% | $14,683+24.4% | $11,868+53.9% |
| Participant deferral / active EE | $0 | $0 | $8,000-100.0% | - |
| Admin fee / account holder | $0 | $0 | $22,247-100.0% | $0 |