Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY REAL ESTATE ADVISOR Service code 28 · EIN 20-0109235 | Investment Management | $1,460,655 |
PZENA INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-3860154 | Investment Management | $1,041,784 |
SHENKMAN CAPITAL MANAGEMENT2+ years Service code 28 · EIN 13-3280361 | Investment Management | $614,276 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $526,096 |
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS, LLP Service code 15 · EIN 16-0468020 | Recordkeeping | $482,661 |
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 28 · EIN 47-0875103 | Investment Management | $451,014 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1404803 | Investment Management | $420,693 |
Filed as: PRUDENTIAL INVESTMENTS Service code 13 · EIN 22-1211670 | Contract Administrator | $341,946 |
CORONATION FUND MANAGERS2+ years Service code 28 | Investment Management | $294,168 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD Service code 21 · EIN 26-3761443 | Bank Trustee | $288,308 |
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 | $57,821-100.0% | $169,917-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.3%-10.3pp | 5.5%-5.5pp |
| Annual return | 8.51% | 5.86%+2.6pp | 7.98%+0.5pp | 5.86%+2.6pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $23,724-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $53-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $636-100.0% | $387-100.0% |