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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 1 PENNSYLVANIA PLAZA · NEW YORK, NY 10119 | Actuarial | $645,656 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $446,085 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $190,536 |
Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $120,249 |
FIRST MANHATTAN CO.10+ years Service code 28 · EIN 13-6033224 | Investment Management | $76,568 |
Filed as: BARROW LENT LLP Service code 29 98 N. WASHINGTON STREET, SUITE 230 · BOSTON, MA 02114 | Legal | $66,235 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $45,700 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,554-100.0% | $310,574-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.3%-57.3pp | 11.0%-11.0pp |
| Annual return | 9.14% | 7.78%+1.4pp | 8.04%+1.1pp | 8.21%+0.9pp |
| Employer contribution / active EE | $8,016 | $18,545-56.8% | $42,693-81.2% | $13,841-42.1% |
| Participant deferral / active EE | $0 | $7-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,889-100.0% | $1,652-100.0% |