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 |
|---|---|---|
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $921,286 |
SOFTWARE MGMT CONSULTANTS2 years Service code 50 · EIN 95-3861305 | Direct Payment | $763,543 |
THE SEGAL COMPANY2 years Filed as: NIGRO KARLIN SEGALFELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $750,000 |
CATALINA MEDIA DEVELOPMENT5+ years Service code 50 · EIN 46-4057328 | Direct Payment | $717,244 |
DRIEHAUS CAPITAL MANAGEMENT LLC5+ years Filed as: DRIEHAUS EMERGING MARKETS GROWTH FU Service code 28 · EIN 20-3634295 | Investment Management | $708,125 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $583,259 |
Filed as: METROPOLIAN WEST ASSET MANAGEMENT Service code 28 · EIN 95-4597302 | Investment Management | $556,374 |
CONVERGEONE INC2 years Service code 49 · EIN 41-1763228 | Other Services | $550,174 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITHBROWN PC Service code 10 · EIN 22-2027092 | Accounting | $314,908 |
MCMORGANCOMPANY2 years Service code 28 · EIN 52-2334338 | Investment Management | $285,551 |
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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 | $568,132-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 17.60% | 16.24%+1.4pp | 14.64%+3.0pp | 1023.85%-1006.2pp |
| Employer contribution / active EE | $14,711 | $16,860-12.7% | $41,831-64.8% | $11,605+26.8% |
| Participant deferral / active EE | $0 | $23-100.0% | $200-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | - |