Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $288,633 |
Filed as: SILCHESTER INT'L INV TOBACCO FREE Service code 28 · EIN 36-7243326 | Investment Management | $177,843 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $160,942 |
BIDMC1+ years Service code 35 · EIN 04-2103881 | Employee (plan sponsor); Direct payme... | $92,574 |
Filed as: TUKMAN Service code 28 · EIN 94-2661270 | Investment Management | $76,556 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-2927339 | Advisory (Plan) | $75,359 |
Filed as: RS INVESTMENT MANAGEMENT CO, LLC Service code 28 · EIN 94-3321067 | Investment Management | $71,362 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $58,813 |
NORTHWOOD1+ years Service code 28 · EIN 66-0658357 | Investment Management | $45,804 |
GOLDMAN SACHS1+ years Filed as: RIVERWOOD CAPITAL PARTNERS Service code 28 · EIN 26-4649689 | Investment Management | $35,105 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $0 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.46% | 3.11%-5.6pp | -2.01%-0.5pp | 3.11%-5.6pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $34,453-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |