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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,221 |
DANA-FARBER CANCER INSTITUTE5+ years Service code 35 · EIN 04-2263040 | Direct payment from the plan; Employe... | $33,451 |
CAMMACK LARHETTE ADVISORS2 years Service code 16 · EIN 20-4668732 | Consulting | $32,500 |
CARON & BLETZER, PLLC5+ years Service code 10 · EIN 04-3499945 | Accounting | $23,050 |
MCDERMOTT WILL & EMERY LLP3 years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $8,582 |
Filed as: ANGELL PENSION GROUP, INC. Service code 16 · EIN 04-2530412 | Consulting | $6,250 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,977 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,250 |
FID INV INST OPS CO5+ years Filed as: FID INV INSTITUTIONAL OPS CO. INC Service code 60 | Sub-TA Fees | $0 |
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 | $76,107 | $47,456+60.4% | $172,757-55.9% | $77,775-2.1% |
| Participation rate | 99.8% | 66.3%+33.6pp | 82.6%+17.2pp | 73.2%+26.6pp |
| Annual return | 23.04% | 35.57%-12.5pp | 803.06%-780.0pp | 32.58%-9.5pp |
| Employer contribution / active EE | $8,116 | $1,574+415.6% | $5,144+57.8% | $2,504+224.1% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $20 | $81-74.7% | $13,956-99.9% | $100-79.6% |