Filed May 29, 2015
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,074,612 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $915,591 |
DRIEHAUS CAPITAL MANAGEMENT LLC4+ years Filed as: DRIEHAUS EMERGING MARKETS GROWTH FU Service code 28 · EIN 20-3634295 | Investment Management | $769,370 |
THE SEGAL COMPANY1 year Filed as: NIGRO KARLIN SEGALFELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $754,167 |
Filed as: METROPOLIAN WEST ASSET MANAGEMENT Service code 28 · EIN 95-4597302 | Investment Management | $697,834 |
FIRST EAGLE4+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $684,272 |
CATALINA MEDIA DEVELOPMENT4+ years Service code 50 · EIN 46-4057328 | Direct Payment | $682,703 |
Service code 50 · EIN 95-3861305 | Direct Payment | $617,853 |
Filed as: WALTER SCOTT Service code 28 · EIN 76-6192146 | Investment Management | $517,480 |
MCMORGANCOMPANY1 year Service code 28 · EIN 52-2334338 | Investment Management | $499,883 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.33% | -1.92%-1.4pp | -2.18%-1.1pp | 73.13%-76.5pp |
| Employer contribution / active EE | $14,327 | $10,821+32.4% | $38,751-63.0% | $8,421+70.1% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |