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.
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| Provider | Service type | Compensation |
|---|---|---|
PARTNERS CAPITAL5 years Service code 27 · EIN 01-0572419 | Advisory (Plan) | $1,468,083 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET GLOBAL EQUITY Service code 28 · EIN 98-1296664 | Investment Management | $357,853 |
STATE STREET GLOBAL ADVISORS6+ years Service code 13 · EIN 04-0025081 | Contract Administrator | $98,346 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $95,892 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $46,914 |
BLACKSTONE2 years Filed as: BLACKSTONE REAL ESTATE PARTNERS EUR Service code 28 · EIN 98-1482128 | Investment Management | $37,500 |
KPMG LLP2 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $20,400 |
140 SUMMER PARTNERS1 year Service code 28 | Investment Management | $0 |
8VC-FUND II2 years Filed as: 8VC FUND II Service code 28 · EIN 82-4266224 | Investment Management | $0 |
8VC-FUND III2 years Service code 28 · EIN 84-4539845 | Investment Management | $0 |
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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 | $1,472,696-100.0% | $439,512-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 0.7%-0.7pp |
| Annual return | 25.29% | 11.40%+13.9pp | 9.07%+16.2pp | 13.24%+12.0pp |
| Employer contribution / active EE | $13,837 | $18,263-24.2% | $46,116-70.0% | $14,616-5.3% |
| Participant deferral / active EE | $0 | $791-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $147,323-100.0% | $4,137-100.0% |