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 | $471,501 |
PIMCO FUNDS4+ years Service code 28 · EIN 33-0434032 | Investment Management | $335,649 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE Service code 16 · EIN 04-3515240 | Consulting | $277,266 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $185,205 |
PUGH CAPITAL3+ years Service code 28 · EIN 91-1522082 | Investment Management | $158,532 |
GOLDMAN SACHS4+ years Filed as: 1607 CAPITAL PARTNERS LLC Service code 28 · EIN 26-1761983 | Investment Management | $135,289 |
FRANKLIN PARK4+ years Service code 16 · EIN 01-0769560 | Consulting | $121,875 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 20-1665304 | Investment Management | $95,759 |
RHUMBLINE ADVISORS1 year Filed as: RHUMBLINE ADVISORS CORPORATION Service code 16 · EIN 04-3118582 | Consulting | $12,779 |
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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 | $21,578,776-100.0% | $110,792-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 58.3%-58.3pp | 0.0%0pp |
| Annual return | 3.95% | 33.37%-29.4pp | -0.33%+4.3pp | 33.37%-29.4pp |
| Employer contribution / active EE | $7,793 | $11,253-30.7% | $25,782-69.8% | $11,253-30.7% |
| Participant deferral / active EE | $0 | $819-100.0% | $928-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,824-100.0% | $99,113-100.0% |