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 BARNEY7+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,217,023 |
Filed as: DRIEHAUS Service code 28 · EIN 20-3634295 | Investment Management | $1,085,725 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,040,000 |
NTT AMERICA SOLUTIONS INC2 years Service code 16 · EIN 13-2554344 | Consulting | $886,004 |
Filed as: METROPOLIAN WEST ASSET MANAGEMENT Service code 28 · EIN 95-4597302 | Investment Management | $780,850 |
THE SEGAL COMPANY7+ years Filed as: NIGRO KARLIN SEGAL & FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $750,998 |
MCMORGAN & COMPANY LLC5 years Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $643,068 |
SOFTWARE MGMT CONSULTANTS4 years Service code 16 · EIN 95-3861305 | Consulting | $451,234 |
EMPLOYEE 10085 years Service code 30 · EIN 95-2216351 | Direct payment from the plan; Employe... | $325,525 |
Filed as: WALTER SCOTT Service code 28 · EIN 76-6192146 | Investment Management | $321,092 |
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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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 18.89% | 9.17%+9.7pp | 8.95%+9.9pp | 13.51%+5.4pp |
| Employer contribution / active EE | $17,258 | $5,235+229.7% | $46,559-62.9% | $8,170+111.2% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |