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 CAPITAL1 year Filed as: PARTNERS CAPITAL INV GROUP LLP Service code 27 · EIN 81-4189609 | Advisory (Plan) | $3,230,086 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $470,073 |
ARROWSTREET CAPITAL7 years Service code 26 · EIN 04-3472863 | Advisory (Participants) | $219,993 |
RBC GLOBAL ASSET MANAGEMENT9+ years Filed as: CITY NATIONAL BANK Service code 15 · EIN 95-1780067 | Recordkeeping | $181,444 |
Filed as: SILCHESTER INTERNATIONAL INV., INC. Service code 27 780 THIRD AVE, 42ND FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $120,507 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Direct payment from the plan; Trustee... | $13,407 |
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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 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 8.00% | 8.15%-0.2pp | 8.04%0pp | 8.76%-0.8pp |
| Employer contribution / active EE | $171,882 | $60,767+182.9% | $42,693+302.6% | $16,664+931.4% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |