Filed October 7, 2016 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Service code 15 · EIN 45-4303723 | Recordkeeping | $643,878 |
MERCER5+ years Filed as: MERCER INV. MGMT Service code 50 · EIN 30-0282430 | Direct Payment | $473,356 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $153,704 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $145,016 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-1867445 | Recordkeeping | $112,675 |
INCOME RESEARCH & MANAGEMENT5+ years Service code 28 · EIN 04-2955404 | Investment Management | $104,993 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 19 · EIN 04-0025081 | Securities Custodian | $88,916 |
AON CONSULTING5+ years Service code 11 · EIN 22-2232264 | Actuarial | $62,668 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN LEWIS AND BOCHIUS Service code 29 · EIN 23-0891050 | Legal | $56,908 |
ACADIAN ASSET MANAGEMENT LLC5+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $50,844 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 14.73% | 13.15%+1.6pp | -2.84%+17.6pp | 11.45%+3.3pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |