Filed September 24, 2015
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PARTNERS CAPITAL8 years Service code 27 · EIN 01-0572419 | Advisory (Plan) | $1,163,509 |
STATE STREET GLOBAL ADVISORS9+ years Service code 13 · EIN 04-0025081 | Contract Administrator | $131,742 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $113,725 |
HPT FEEDER VII LP1 year Filed as: HPT FEEDER VIII LP Service code 28 | Investment Management | $99,573 |
Service code 28 | Investment Management | $72,539 |
MSD1 year Filed as: MSD SPECIAL INVESTMENTS FUND II Service code 28 | Investment Management | $50,935 |
KPMG LLP5 years Filed as: KPMG Service code 50 · EIN 13-5565207 | Direct Payment | $26,600 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $25,399 |
RTW FINANCIAL ADVISORS1 year Filed as: RTW INNOVATION OFFSHORE FUND, LTD. Service code 28 40 10TH AVENUE · NEW YORK, NY 10014 | Investment Management | $22,286 |
Service code 28 · EIN 86-2646508 | Investment Management | $18,669 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 10.11% | 8.76%+1.3pp | 8.41%+1.7pp | 8.76%+1.3pp |
| Employer contribution / active EE | $15,914 | $16,664-4.5% | $41,333-61.5% | $16,664-4.5% |
| Participant deferral / active EE | $0 | $948-100.0% | $40-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |