Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $672,122 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $176,694 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $43,200 |
Service code 11 · EIN 13-4008324 | Actuarial | $29,615 |
GIMBEL ABRAMS & SINGER1 year Service code 10 · EIN 36-3663184 | Accounting | $13,351 |
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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 | $2,456,633-100.0% | $319,010-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 47.0%-47.0pp | 1.5%-1.5pp |
| Annual return | -14.47% | 23.41%-37.9pp | 10.22%-24.7pp | 23.41%-37.9pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $51,212-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $129-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $10,810-100.0% | $14,884-100.0% |