Filed October 7, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK3 years Service code 28 · EIN 94-3112180 | Investment Management | $748,466 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 15 · EIN 45-4303723 | Recordkeeping | $688,151 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 19 · EIN 04-0025081 | Securities Custodian | $136,806 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-1867445 | Recordkeeping | $84,496 |
EISNERAMPER LLP6 years Service code 10 · EIN 87-1363769 | Accounting | $50,295 |
AON CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $48,383 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN LEWIS AND BOCHIUS Service code 29 · EIN 23-0891050 | Legal | $36,295 |
CURCIO WEBB1 year Filed as: CURCIO WEB Service code 17 3120 PRINCETON PIKE · LAWRENCE TOWNSHIP, NJ 08648 | Pension Consulting | $35,000 |
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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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -21.58% | -15.55%-6.0pp | -5.12%-16.5pp | 39.82%-61.4pp |
| Employer contribution / active EE | $21,739 | $14,317+51.8% | $31,020-29.9% | $19,980+8.8% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |