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 BARNEY8+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,475,249 |
Filed as: DRIEHAUS Service code 28 · EIN 20-3634295 | Investment Management | $1,080,624 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,040,000 |
THE SEGAL COMPANY1 year Filed as: NIGRO KARLIN SEGAL FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $750,000 |
Filed as: METROPOLIAN WEST ASSET MANAGEMENT Service code 28 · EIN 95-4597302 | Investment Management | $726,817 |
BOSTON PARTNERS6 years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 04-3270358 | Investment Management | $607,259 |
MCMORGAN & COMPANY LLC6 years Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $595,026 |
NTT AMERICA SOLUTIONS INC3 years Service code 16 · EIN 13-2554344 | Consulting | $538,895 |
SIDEPATH, INC.1 year Filed as: SIDEPATH INC Service code 49 · EIN 51-0420047 | Other Services | $448,846 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITHBROWN PC Service code 10 · EIN 22-2027092 | Accounting | $390,329 |
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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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -8.10% | -15.08%+7.0pp | -3.21%-4.9pp | 7.68%-15.8pp |
| Employer contribution / active EE | $19,420 | $5,566+248.9% | $46,051-57.8% | $9,142+112.4% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |