Filed December 21, 1992
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 |
|---|---|---|
JACKSON SQUARE PARTNERS4 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $10,024 |
SNYDER CAPITAL MANAGEMENT4 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $9,867 |
IRIDIAN ASSET MANAGEMENT, LLC6+ years Service code 28 · EIN 06-1439677 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $7,927 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-3062908 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $6,444 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $6,288 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $5,982 |
Service code 28 · EIN 75-0555117 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $5,671 |
HS MANAGEMENT PARTNERS, LLC6+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $5,488 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,551 | $53,901+86.5% | $134,155-25.0% | $73,493+36.8% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 16.53% | 15.82%+0.7pp | 36.34%-19.8pp | 28.51%-12.0pp |
| Employer contribution / active EE | $8,110 | $1,458+456.1% | $3,705+118.9% | $2,270+257.3% |
| Participant deferral / active EE | $5,568 | $2,739+103.3% | $3,500+59.1% | $3,740+48.9% |
| Admin fee / account holder | $0 | $581-100.0% | $6,685-100.0% | $513-100.0% |