Filed October 7, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $663,216 |
MORNEAU SHEPELL2 years Service code 15 · EIN 45-4303723 | Recordkeeping | $645,171 |
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $97,937 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-1867445 | Recordkeeping | $93,163 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $52,414 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $46,552 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 19 · EIN 04-0025081 | Securities Custodian | $44,004 |
EISNERAMPER LLP5 years Service code 10 · EIN 13-1639826 | Accounting | $42,432 |
INCOME RESEARCH & MANAGEMENT6+ years Service code 28 · EIN 04-2955404 | Investment Management | $29,754 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN LEWIS AND BOCHIUS Service code 29 · EIN 23-0891050 | Legal | $19,281 |
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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | -1.05% | 8.91%-10.0pp | 7.32%-8.4pp | 13.24%-14.3pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |