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 |
|---|---|---|
Filed as: CAMBRIDGE AND ASSOCIATES Service code 16 · EIN 04-3515240 | Consulting | $354,375 |
PUGH CAPITAL8+ years Service code 28 · EIN 91-1522082 | Investment Management | $268,492 |
PIMCO FUNDS9+ years Service code 28 · EIN 33-0629048 | Investment Management | $266,062 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $255,137 |
FRANKLIN PARK9+ years Service code 16 · EIN 01-0769560 | Consulting | $243,750 |
TIMES SQUARE CAPITAL MANAGEMENT9+ years Service code 28 · EIN 20-1665304 | Investment Management | $198,877 |
Filed as: SILCHESTER Service code 28 · EIN 45-3056700 | Investment Management | $127,133 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $21,659 |
Filed as: BLUE PRINT CAPITAL ADVISORS Service code 16 680 5TH AVE #12 · NEW YORK, NY 10019 | Consulting | $17,857 |
RHUMBLINE ADVISORS6 years Filed as: RHUMBLINE ADVISORS CORPORATION Service code 16 · EIN 04-3118582 | Consulting | $8,425 |
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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.
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 | $3,299,877-100.0% | $186,774-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 55.8%-55.8pp | 2.3%-2.3pp |
| Annual return | 4.15% | 37.77%-33.6pp | 7.78%-3.6pp | 37.77%-33.6pp |
| Employer contribution / active EE | $0 | $15,798-100.0% | $32,517-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $504-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $3,044-100.0% | $9,287-100.0% |