Filed March 16, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC10+ years Service code 11 · EIN 27-1175487 | Actuarial | $1,034,033 |
PARTNERS CAPITAL4 years Filed as: PARTNERS CAPITAL INV GRP, LLC Service code 27 · EIN 81-4189609 | Advisory (Plan) | $554,911 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $74,419 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 13-3480578 | Advisory (Plan) | $15,450 |
BDG-CPAS1 year Service code 10 · EIN 22-2625944 | Accounting | $14,150 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 5.59% | 3.31%+2.3pp | 5.04%+0.5pp | 13.05%-7.5pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |