Filed March 16, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PARTNERS CAPITAL1 year Filed as: PARTNERS CAPITAL INV GRP, LLC Service code 27 · EIN 81-4189609 | Advisory (Plan) | $589,843 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $127,893 |
OCTOBER THREE CONSULTING LLC7+ years Service code 11 · EIN 27-1175487 | Actuarial | $119,803 |
80PLUS PARTNERS LLP2 years Service code 27 | Advisory (Plan) | $31,864 |
Filed as: MILLENNIUM TRUST COMPANY, LLC Service code 21 · EIN 36-4400066 | Bank Trustee | $22,048 |
BECHER DELLA TORRE GITTO & CO.7+ years Service code 10 · EIN 22-2625944 | Accounting | $12,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | -1.36% | 9.47%-10.8pp | 7.32%-8.7pp | 15.63%-17.0pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |