Filed November 3, 2013
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 |
|---|---|---|
PIMCO FUNDS2+ years Service code 28 · EIN 33-0434032 | Investment Management | $409,978 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $374,094 |
Service code 28 · EIN 36-7015759 | Investment Management | $345,700 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE Service code 16 · EIN 04-3515240 | Consulting | $309,850 |
PHOENIX GRIFFIN STRATEGIES LLC2+ years Service code 16 · EIN 27-1236533 | Consulting | $192,000 |
FRANKLIN PARK2+ years Service code 16 · EIN 01-0769560 | Consulting | $121,875 |
GOLDMAN SACHS2+ years Filed as: 1607 CAPITAL PARTNERS LLC Service code 28 · EIN 26-1761983 | Investment Management | $101,170 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 20-1665304 | Investment Management | $78,054 |
THE CARAVEL FUND (ONSHORE), LP2+ years Service code 28 · EIN 20-1650093 | Investment Management | $59,895 |
Filed as: HOTCHKIS & WILEY Service code 28 · EIN 95-4871957 | Investment Management | $54,582 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $381,942,733-100.0% | $110,523-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.6%-47.6pp | 0.0%0pp |
| Annual return | 5.40% | 9.19%-3.8pp | 1.69%+3.7pp | 9.19%-3.8pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $24,295-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $1,031-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,392-100.0% | $2,655,710-100.0% |