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 FUNDS6+ years Service code 28 · EIN 33-0434032 | Investment Management | $376,079 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE Service code 16 · EIN 04-3515240 | Consulting | $236,250 |
PUGH CAPITAL5+ years Service code 28 · EIN 91-1522082 | Investment Management | $151,621 |
FRANKLIN PARK6+ years Service code 16 · EIN 01-0769560 | Consulting | $121,875 |
TIMES SQUARE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 20-1665304 | Investment Management | $73,214 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $72,978 |
Filed as: BLUE PRINT CAPITAL ADVISORS Service code 16 680 5TH AVE #12 · NEW YORK, NY 10019 | Consulting | $33,359 |
RHUMBLINE ADVISORS3 years Filed as: RHUMBLINE ADVISORS CORPORATION Service code 16 · EIN 04-3118582 | Consulting | $17,175 |
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Annual investment return 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 | $75,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | -7.11% | 12.86%-20.0pp | 6.78%-13.9pp | 12.86%-20.0pp |
| Employer contribution / active EE | $74,081 | $13,687+441.3% | $28,542+159.6% | $13,687+441.3% |
| Participant deferral / active EE | $0 | $833-100.0% | $763-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,754-100.0% | - |