Filed December 6, 2016 (most recent of 6 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 14 · EIN 13-4334400 | Plan Administrator | $7,125,342 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 06-9387141 | Investment Management | $3,029,584 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $2,014,477 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $689,275 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $259,090 |
ASF VII B L.P1+ years Service code 49 | Other Services | $244,721 |
LBI SOFTWARE INC1+ years Service code 17 · EIN 13-3118789 | Pension Consulting | $148,278 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $146,441 |
BLUEMOUNTAIN MONTENVERS FUND LP1+ years Service code 28 · EIN 90-0945546 | Investment Management | $124,603 |
CURCIO WEBB1+ years Service code 13 · EIN 36-4171366 | Contract Administrator | $14,411 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 0.63% | -0.09%+0.7pp | -0.81%+1.4pp | 1.67%-1.0pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $38,425-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |