Filed August 4, 2015 (most recent of 3 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ONYXPOINT1 year Service code 27 ONE WORLD TRADE CENTER · NEW YORK, NY 10007 | Advisory (Plan) | $2,226,950 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 14 · EIN 36-2723087 | Plan Administrator | $532,850 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 27 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $523,041 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $259,746 |
Filed as: SELECT EQUITY Service code 27 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Advisory (Plan) | $250,581 |
DONALD TAYLOR1 year Filed as: DONALD SMITH & CO Service code 27 152 WEST 57TH STREET · NEW YORK, NY 10019 | Advisory (Plan) | $193,465 |
EJF CAPITAL1 year Service code 49 2107 WILSON BLVD # 410 · ARLINGTON, VA 22201 | Other Services | $137,718 |
GOLDMAN SACHS1 year Service code 27 200 WEST STREET · NEW YORK, NY 10282 | Advisory (Plan) | $124,207 |
Filed as: PARAMETRIC Service code 27 800 FIFTH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $114,662 |
Filed as: ELLIOTT INVESTMENT MANAGEMENT Service code 27 ELLIOTT INVESTMENT MANAGEMENT · WEST PALM BEACH, FL 33401 | Advisory (Plan) | $113,008 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $2,703,652-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 0.0%0pp |
| Annual return | 0.87% | 13.18%-12.3pp | 7.26%-6.4pp | 13.18%-12.3pp |
| Employer contribution / active EE | $3,634 | $8,469-57.1% | $34,949-89.6% | $8,469-57.1% |
| Participant deferral / active EE | $0 | $322-100.0% | $86-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |