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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,616 |
DANA-FARBER CANCER INSTITUTE8+ years Service code 35 · EIN 04-2263040 | Direct payment from the plan; Employe... | $46,740 |
Filed as: ORRICK HERRINGTON & SUTCLIFFE LLP Service code 29 · EIN 94-2952627 | Legal | $28,687 |
CARON & BLETZER, PLLC8+ years Service code 10 · EIN 04-3499945 | Accounting | $27,550 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $24,375 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,058 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,977 |
FID INV INST OPS CO8+ years Filed as: FID INV INSTITUTIONAL OPS CO. INC Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,094 | $45,000+71.3% | $143,801-46.4% | $77,906-1.0% |
| Participation rate | 92.3% | 66.8%+25.5pp | 80.3%+12.0pp | 73.7%+18.6pp |
| Annual return | -17.92% | 29.03%-46.9pp | -0.04%-17.9pp | 12.16%-30.1pp |
| Employer contribution / active EE | $8,529 | $1,870+356.2% | $4,952+72.2% | $2,846+199.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $25 | $98-74.4% | $14,680-99.8% | $133-81.0% |