Filed October 7, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK4 years Service code 28 · EIN 94-3112180 | Investment Management | $546,937 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 15 · EIN 45-4303723 | Recordkeeping | $381,301 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-1867445 | Recordkeeping | $92,091 |
AON CONSULTING8+ years Service code 11 · EIN 22-2232264 | Actuarial | $80,308 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 19 · EIN 04-0025081 | Securities Custodian | $69,271 |
EISNERAMPER LLP7 years Service code 10 · EIN 87-1363769 | Accounting | $42,787 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN LEWIS AND BOCHIUS Service code 29 · EIN 23-0891050 | Legal | $39,483 |
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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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 7.02% | 9.67%-2.6pp | 7.69%-0.7pp | 22.81%-15.8pp |
| Employer contribution / active EE | $0 | $11,016-100.0% | $28,501-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |