Filed December 22, 1992
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 |
|---|---|---|
JACKSON SQUARE PARTNERS4 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $14,366 |
SNYDER CAPITAL MANAGEMENT4 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $14,141 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $9,012 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $8,059 |
IRIDIAN ASSET MANAGEMENT, LLC5 years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $7,185 |
Service code 28 · EIN 75-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $7,092 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $6,116 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,592 | $53,901+209.1% | $134,143+24.2% | $73,488+126.7% |
| Participation rate | 88.6% | 62.8%+25.8pp | 72.2%+16.4pp | 70.7%+17.9pp |
| Annual return | 17.93% | 15.82%+2.1pp | 36.33%-18.4pp | 28.51%-10.6pp |
| Employer contribution / active EE | $2,000 | $1,458+37.1% | $3,704-46.0% | $2,270-11.9% |
| Participant deferral / active EE | $8,153 | $2,739+197.7% | $3,499+133.0% | $3,740+118.0% |
| Admin fee / account holder | $0 | $581-100.0% | $6,684-100.0% | $513-100.0% |