Filed March 16, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PARTNERS CAPITAL3 years Filed as: PARTNERS CAPITAL INV GRP, LLC Service code 27 · EIN 81-4189609 | Advisory (Plan) | $928,025 |
OCTOBER THREE CONSULTING LLC9+ years Service code 11 · EIN 27-1175487 | Actuarial | $198,166 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $75,433 |
Filed as: MORGAN STANLEY Service code 27 · EIN 13-3480578 | Advisory (Plan) | $7,725 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 6.08% | 8.00%-1.9pp | 7.69%-1.6pp | 37.77%-31.7pp |
| Employer contribution / active EE | $0 | $15,902-100.0% | $28,501-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |