Filed September 20, 2006
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 CAPITAL2 years Filed as: PARTNERS CAPITAL INV GROUP LLC Service code 26 · EIN 54-4001162 | Advisory (Participants) | $5,606,781 |
RBC GLOBAL ASSET MANAGEMENT7+ years Filed as: CITY NATIONAL BANK Service code 15 · EIN 95-1780067 | Recordkeeping | $472,626 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $391,316 |
ARROWSTREET CAPITAL5 years Service code 26 · EIN 04-3472863 | Advisory (Participants) | $31,042 |
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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 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | 3.96% | -13.41%+17.4pp | 10.22%-6.3pp | 2.78%+1.2pp |
| Employer contribution / active EE | $210,408 | $53,848+290.7% | $51,212+310.9% | $15,276+1277.4% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |