Filed September 21, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $354,764 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $189,286 |
BIDMC2+ years Service code 35 · EIN 04-2103881 | Employee (plan sponsor); Direct payme... | $183,131 |
Filed as: SILCHESTER INT'L INV TOBACCO FREE Service code 28 · EIN 36-7243326 | Investment Management | $173,804 |
Service code 28 · EIN 26-1757836 | Investment Management | $125,408 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-2927339 | Advisory (Plan) | $123,410 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $68,673 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $65,177 |
NORTHWOOD2+ years Service code 28 · EIN 66-0658357 | Investment Management | $65,159 |
Filed as: TUKMAN Service code 28 · EIN 94-2661270 | Investment Management | $64,784 |
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 4.54% | 9.41%-4.9pp | 5.00%-0.5pp | 9.19%-4.7pp |
| Employer contribution / active EE | $0 | $8,353-100.0% | $35,918-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |