Filed December 6, 2016 (most recent of 6 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 14 · EIN 13-4334400 | Plan Administrator | $5,167,452 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 28 · EIN 06-9387141 | Investment Management | $3,472,738 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $1,464,124 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $610,629 |
HIGHBRIDGE3 years Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $582,399 |
ASF VII B L.P4+ years Service code 49 | Other Services | $535,191 |
BLUEMOUNTAIN MONTENVERS FUND LP4+ years Service code 28 · EIN 90-0945546 | Investment Management | $505,049 |
NP RAILCAR INVESTMENTS II LLC4+ years Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $325,071 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $229,275 |
LBI SOFTWARE INC4+ years Service code 17 · EIN 13-3118789 | Pension Consulting | $165,669 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -1.90% | -0.94%-1.0pp | -2.18%+0.3pp | 33.37%-35.3pp |
| Employer contribution / active EE | $0 | $12,464-100.0% | $38,751-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |