Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY REAL ESTATE ADVISOR Service code 28 · EIN 20-0109235 | Investment Management | $1,875,399 |
Filed as: PZENA INVESTMENT MANAGEMENT LLC. Service code 28 · EIN 13-3860154 | Investment Management | $1,426,961 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD. Service code 28 · EIN 26-3761443 | Investment Management | $932,877 |
COLUMBUS CIRCLE INVESTORS4+ years Service code 28 · EIN 06-1404803 | Investment Management | $892,713 |
SHENKMAN CAPITAL MANAGEMENT4+ years Service code 28 · EIN 13-3280361 | Investment Management | $545,427 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $474,826 |
AON CONSULTING2 years Filed as: AON Service code 15 · EIN 36-3871028 | Recordkeeping | $469,724 |
CORONATION FUND MANAGERS4+ years Service code 28 | Investment Management | $394,401 |
Filed as: PRUDENTIAL INVESTMENTS Service code 13 · EIN 22-1211670 | Contract Administrator | $339,400 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $299,442 |
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 | $0 | $476,019-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 25.35% | 73.13%-47.8pp | 4.36%+21.0pp | 73.13%-47.8pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $27,383-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $75-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $14,020-100.0% | - |