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 BARNEY9+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,420,659 |
MEKETA INVESTMENT GROUP7 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,040,000 |
SIDEPATH, INC.2 years Filed as: SIDEPATH INC Service code 49 · EIN 51-0420047 | Other Services | $969,447 |
MCMORGAN & COMPANY LLC7 years Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $912,653 |
Filed as: DRIEHAUS Service code 28 · EIN 20-3634295 | Investment Management | $822,395 |
BOSTON PARTNERS7 years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 04-3270358 | Investment Management | $791,870 |
THE SEGAL COMPANY2 years Filed as: NIGRO KARLIN SEGAL FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $750,000 |
Service code 28 · EIN 95-4597302 | Investment Management | $694,247 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUMSMITHBROWN PC Service code 10 · EIN 22-2027092 | Accounting | $373,298 |
EMPLOYEE 10087 years Service code 30 · EIN 95-2216351 | Direct payment from the plan; Employe... | $343,976 |
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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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 5.76% | 33.11%-27.4pp | 12.68%-6.9pp | 33.11%-27.4pp |
| Employer contribution / active EE | $15,219 | $9,000+69.1% | $41,626-63.4% | $9,000+69.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |