Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY REAL ESTATE ADVISOR Service code 28 · EIN 20-0109235 | Investment Management | $1,828,684 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD. Service code 28 · EIN 26-3761443 | Investment Management | $1,227,302 |
AON CONSULTING5 years Filed as: AON Service code 15 · EIN 36-3871028 | Recordkeeping | $884,878 |
Filed as: COLUMBUS CIRCLE Service code 28 · EIN 06-1404803 | Investment Management | $576,371 |
Filed as: SHENKMAN CAPITAL Service code 28 · EIN 13-3280361 | Investment Management | $447,968 |
Filed as: PRUDENTIAL INVESTMENTS Service code 13 · EIN 22-1211670 | Contract Administrator | $405,167 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $345,414 |
CORONATION FUND MANAGERS7+ years Service code 28 | Investment Management | $261,674 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $210,776 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $146,000 |
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 | $54,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.0%0pp |
| Annual return | 12.94% | 19.39%-6.4pp | 36.37%-23.4pp | 19.39%-6.4pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $37,223-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $524-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |