Filed October 7, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL3 years Filed as: LIFEWORKS Service code 15 · EIN 45-4303723 | Recordkeeping | $1,366,486 |
AON CONSULTING9+ years Service code 11 · EIN 22-2232264 | Actuarial | $779,588 |
BLACKROCK5 years Service code 28 · EIN 94-3112180 | Investment Management | $226,048 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN LEWIS AND BOCHIUS Service code 29 · EIN 23-0891050 | Legal | $123,467 |
EISNERAMPER LLP8 years Service code 10 · EIN 87-1363769 | Accounting | $59,063 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-1867445 | Recordkeeping | $57,355 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 19 · EIN 04-0025081 | Securities Custodian | $51,207 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 1.46% | 3.31%-1.9pp | 5.04%-3.6pp | 13.05%-11.6pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |