Filed June 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $773,463 |
GOLDMAN SACHS1 year Filed as: SOROBAN CAPITAL PARTNERS Service code 28 | Investment Management | $688,816 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $514,656 |
Service code 11 · EIN 13-3954297 | Actuarial | $257,000 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $199,943 |
Filed as: CAMBER CAPITAL MANAGEMENT LP Service code 28 · EIN 42-1693587 | Investment Management | $152,210 |
Service code 28 · EIN 45-3056700 | Investment Management | $137,793 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LP Service code 16 1633 BROADWAY · NEW YORK, NY 10019 | Consulting | $82,375 |
Service code 28 · EIN 20-0292745 | Investment Management | $75,000 |
Filed as: MARATHON-LONDON INTERNATIONAL FUND Service code 28 · EIN 61-6506892 | Investment Management | $64,688 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 11.81% | 11.50%+0.3pp | 337.46%-325.7pp | 23.90%-12.1pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $20,191-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |