Filed March 16, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PARTNERS CAPITAL2 years Filed as: PARTNERS CAPITAL INV GRP, LLC Service code 27 · EIN 81-4189609 | Advisory (Plan) | $655,002 |
OCTOBER THREE CONSULTING LLC8+ years Service code 11 · EIN 27-1175487 | Actuarial | $158,880 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $28,373 |
BECHER DELLA TORRE GITTO & CO.8+ years Service code 10 · EIN 22-2625944 | Accounting | $25,700 |
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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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -12.53% | 1.88%-14.4pp | -5.12%-7.4pp | 2.78%-15.3pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |