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) | $1,045,934 |
GOLDMAN SACHS3 years Filed as: SOROBAN CAPITAL GP LLC Service code 99 | Other Fees | $690,948 |
BUCK GLOBAL, LLC3 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $401,291 |
LAKEWOOD CAPITAL ADVISERS3 years Filed as: LAKEWOOD CAPITAL ADVISORS, LLC Service code 99 · EIN 20-8568448 | Other Fees | $357,324 |
Service code 72 | Other investment fees and expenses | $357,324 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, NA Service code 15 · EIN 13-4994650 | Recordkeeping | $354,611 |
PIMCO FUNDS5 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $218,903 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $200,703 |
Service code 28 · EIN 20-0292745 | Investment Management | $151,596 |
Service code 28 · EIN 45-3056700 | Investment Management | $120,964 |
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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 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 6.78% | 8.50%-1.7pp | 11.38%-4.6pp | 13.24%-6.5pp |
| Employer contribution / active EE | $0 | $9,057-100.0% | $18,467-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $71-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |