Filed February 7, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $586,660 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $111,429 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $43,500 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 11 · EIN 13-4008324 | Actuarial | $3,525 |
GIMBEL ABRAMS & SINGER2 years Service code 10 · EIN 36-3663184 | Accounting | $1,861 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $13,363-100.0% | $306,246-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 62.9%-62.9pp | 2.2%-2.2pp |
| Annual return | 9.55% | 9.11%+0.4pp | 35.16%-25.6pp | 9.11%+0.4pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $46,401-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $72-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $4,448-100.0% | $125-100.0% |