Filed June 6, 2003
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 |
|---|---|---|
GOLDMAN SACHS3 years Filed as: GS VINTAGE VII MANAGER LP Service code 28 200 WEST STREET · NEW YORK, NY 102822198 | Investment Management | $664,014 |
Service code 28 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $596,772 |
THE BANK OF NEW YORK MELLON3 years Service code 10 · EIN 13-5160382 | Accounting | $585,427 |
ANGELES INVESTMENT ADVISORS, LLC7+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $366,293 |
WILLIS TOWERS WATSON US LLC3 years Service code 10 · EIN 53-0181291 | Accounting | $318,501 |
COUNTY BANK2 years Filed as: COUNTY OF SAN MATEO TAX COLLECTOR Service code 49 555 COUNTY CENTER #1 · REDWOOD CITY, CA 94063 | Other Services | $234,000 |
Filed as: PARK JAMES HOTEL Service code 49 1400 EL CAMINO REAL · MENLO PARK, CA 94025 | Other Services | $202,894 |
JENNER & BLOCK LLP7+ years Filed as: JENNER & BLOCK Service code 29 353 N. CLARK STREET · CHICAGO, IL 606543456 | Legal | $200,823 |
Filed as: OEP VII LP Service code 28 510 MADISON AVENUE, FLOOR 19 · NEW YORK, NY 10022 | Investment Management | $117,994 |
COTTERMAN & COMPANY1 year Service code 49 04513 OH-66 · MINSTER, OH 45865 | Other Services | $109,975 |
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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 | $444,552-100.0% | $369,410-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 29.4%-29.4pp | 3.7%-3.7pp |
| Annual return | 16.01% | 15.63%+0.4pp | 8.29%+7.7pp | 15.63%+0.4pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $40,774-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $26-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,495-100.0% | $429-100.0% |