Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY REAL ESTATE ADVISOR Service code 28 · EIN 20-0109235 | Investment Management | $1,787,070 |
Filed as: MAWER INVESTMENT MANAGEMENT LTD. Service code 28 · EIN 26-3761443 | Investment Management | $1,089,011 |
AON CONSULTING7 years Filed as: AON Service code 15 · EIN 36-3871028 | Recordkeeping | $948,631 |
SHENKMAN CAPITAL MANAGEMENT3 years Filed as: SHENKMAN CAPITAL Service code 28 · EIN 13-3280361 | Investment Management | $738,364 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $389,652 |
DODGE & COX5 years Service code 28 · EIN 94-1441976 | Investment Management | $324,740 |
Filed as: PRUDENTIAL INVESTMENTS Service code 13 · EIN 22-1211670 | Contract Administrator | $316,054 |
GROOM LAW GROUP7 years Service code 29 · EIN 51-1219029 | Legal | $234,466 |
CORONATION FUND MANAGERS9+ years Service code 28 | Investment Management | $175,438 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $173,840 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 15.97% | 33.11%-17.1pp | 15.31%+0.7pp | 33.11%-17.1pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $28,686-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $126-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |