Filed December 6, 2016 (most recent of 6 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 14 · EIN 13-4334400 | Plan Administrator | $5,027,540 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 28 · EIN 06-9387141 | Investment Management | $4,079,620 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $1,363,895 |
HIGHBRIDGE4 years Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $651,129 |
ASF VII B L.P5+ years Service code 49 | Other Services | $526,849 |
NP RAILCAR INVESTMENTS II LLC5+ years Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $307,517 |
BLUEMOUNTAIN MONTENVERS FUND LP5+ years Service code 28 · EIN 90-0945546 | Investment Management | $275,597 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $267,604 |
LBI SOFTWARE INC5+ years Service code 17 · EIN 13-3118789 | Pension Consulting | $261,957 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 17 · EIN 82-1061233 | Pension Consulting | $174,716 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 16.45% | 14.29%+2.2pp | 14.64%+1.8pp | 21.83%-5.4pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |