Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY REAL ESTATE ADVISOR Service code 28 · EIN 20-0109235 | Investment Management | $1,358,841 |
PZENA INVESTMENT MANAGEMENT3 years Filed as: PZENA INVESTMENT MANAGEMENT LLC. Service code 28 · EIN 13-3860154 | Investment Management | $1,182,268 |
COLUMBUS CIRCLE INVESTORS6+ years Service code 28 · EIN 06-1404803 | Investment Management | $1,116,369 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD. Service code 28 · EIN 26-3761443 | Investment Management | $1,011,167 |
AON CONSULTING4 years Filed as: AON Service code 15 · EIN 36-3871028 | Recordkeeping | $569,905 |
SHENKMAN CAPITAL MANAGEMENT6+ years Service code 28 · EIN 13-3280361 | Investment Management | $552,208 |
GROOM LAW GROUP4 years Service code 29 · EIN 51-1219029 | Legal | $368,265 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL Service code 15 · EIN 13-3954297 | Recordkeeping | $366,207 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $333,396 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $252,274 |
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 19.28% | 5230.06%-5210.8pp | 793.01%-773.7pp | 5230.06%-5210.8pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $27,004-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $154-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |