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) | $1,311,270 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $443,872 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, NA Service code 15 · EIN 13-4994650 | Recordkeeping | $353,505 |
Filed as: BUCK GLOBAL LLC F/K/A CONDUENT HR Service code 11 · EIN 13-3954297 | Actuarial | $219,495 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $208,619 |
Service code 28 · EIN 45-3056700 | Investment Management | $127,218 |
Filed as: BANK OF AMERICA Service code 16 · EIN 56-0906609 | Consulting | $90,004 |
Service code 28 · EIN 20-0292745 | Investment Management | $59,755 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON-LONDON INTERNATIONAL FUND Service code 28 · EIN 61-6506892 | Investment Management | $57,576 |
Service code 49 · EIN 65-1300177 | Other Services | $55,936 |
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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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | -0.60% | -1.21%+0.6pp | -0.41%-0.2pp | 0.19%-0.8pp |
| Employer contribution / active EE | $0 | $10,104-100.0% | $15,396-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |