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 |
|---|---|---|
Service code 28 · EIN 36-7015759 | Investment Management | $445,215 |
PIMCO FUNDS3+ years Service code 28 · EIN 33-0434032 | Investment Management | $250,938 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $206,226 |
FRANKLIN PARK3+ years Service code 16 · EIN 01-0769560 | Consulting | $203,125 |
PUGH CAPITAL2+ years Service code 28 · EIN 91-1522082 | Investment Management | $202,647 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE Service code 16 · EIN 04-3515240 | Consulting | $150,469 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 20-1665304 | Investment Management | $125,621 |
GOLDMAN SACHS3+ years Filed as: 1607 CAPITAL PARTNERS LLC Service code 28 · EIN 26-1761983 | Investment Management | $110,530 |
THE CARAVEL FUND (ONSHORE), LP3+ years Service code 28 · EIN 20-1650093 | Investment Management | $66,115 |
PHOENIX GRIFFIN STRATEGIES LLC3+ years Service code 16 · EIN 27-1236533 | Consulting | $48,000 |
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Participant contribution per participant 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 | $0 | $127,144-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 0.0%0pp |
| Annual return | 11.73% | 17.84%-6.1pp | 9.35%+2.4pp | 17.84%-6.1pp |
| Employer contribution / active EE | $4,052 | $14,688-72.4% | $25,504-84.1% | $14,688-72.4% |
| Participant deferral / active EE | $0 | $770-100.0% | $1,066-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,049-100.0% | - |