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) | $739,617 |
GOLDMAN SACHS1 year Filed as: SOROBAN CAPITAL GP LLC Service code 28 | Investment Management | $709,306 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, NA Service code 15 · EIN 13-4994650 | Recordkeeping | $349,942 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $258,099 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $210,789 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $180,594 |
Filed as: LAKEWOOD CAPITAL ADVISORS, LLC Service code 28 · EIN 20-8568448 | Investment Management | $169,884 |
Service code 28 · EIN 45-3056700 | Investment Management | $111,178 |
Service code 28 · EIN 20-0292745 | Investment Management | $94,601 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $84,753 |
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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 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 15.67% | 21.31%-5.6pp | -100.31%+116.0pp | 53.27%-37.6pp |
| Employer contribution / active EE | $0 | $7,169-100.0% | $18,686-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |