Filed December 20, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 20-4668732 | Advisory (Plan) | $48,750 |
DANA-FARBER CANCER INSTITUTE4+ years Service code 35 · EIN 04-2263040 | Direct payment from the plan; Employe... | $30,420 |
CARON & BLETZER, PLLC4+ years Service code 10 · EIN 04-3499945 | Accounting | $21,500 |
MCDERMOTT WILL & EMERY LLP2 years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $10,409 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,727 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,251 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $520 |
FID INV INST OPS CO4+ years Filed as: FID INV INSTITUTIONAL OPS CO. INC Service code 60 | Sub-TA Fees | $1 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,156 | $45,382+50.2% | $154,110-55.8% | $75,289-9.5% |
| Participation rate | 99.1% | 65.9%+33.2pp | 83.0%+16.1pp | 72.4%+26.7pp |
| Annual return | -5.95% | -0.47%-5.5pp | 735.22%-741.2pp | -0.04%-5.9pp |
| Employer contribution / active EE | $8,039 | $1,533+424.5% | $5,298+51.8% | $2,405+234.3% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $20 | $89-78.1% | $13,412-99.9% | $102-80.9% |