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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: DRIEHAUS Service code 28 · EIN 20-3634295 | Investment Management | $1,212,981 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,199,552 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,085,833 |
Filed as: METROPOLIAN WEST ASSET MANAGEMENT Service code 28 · EIN 95-4597302 | Investment Management | $778,085 |
THE SEGAL COMPANY4 years Filed as: NIGRO KARLIN SEGAL AND FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $750,000 |
MCMORGAN & COMPANY LLC4 years Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $683,593 |
SOFTWARE MGMT CONSULTANTS3 years Service code 16 · EIN 95-3861305 | Consulting | $534,471 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH AND BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $319,033 |
CONVERGEONE INC3 years Service code 49 · EIN 41-1763228 | Other Services | $309,743 |
Filed as: WALTER SCOTT Service code 28 · EIN 76-6192146 | Investment Management | $289,281 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 11.14% | 5230.06%-5218.9pp | 9.52%+1.6pp | 5230.06%-5218.9pp |
| Employer contribution / active EE | $16,695 | $10,491+59.1% | $41,951-60.2% | $10,491+59.1% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |