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 CAPITAL3 years Filed as: PARTNERS CAPITAL INV GROUP LLC Service code 26 · EIN 54-4001162 | Advisory (Participants) | $3,105,427 |
ARROWSTREET CAPITAL6 years Service code 26 · EIN 04-3472863 | Advisory (Participants) | $446,770 |
RBC GLOBAL ASSET MANAGEMENT8+ years Filed as: CITY NATIONAL BANK Service code 15 · EIN 95-1780067 | Recordkeeping | $372,967 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $310,254 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $48,507 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 4.05% | 11.98%-7.9pp | 35.16%-31.1pp | 37.77%-33.7pp |
| Employer contribution / active EE | $214,067 | $57,753+270.7% | $46,401+361.3% | $15,798+1255.0% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |