Filed December 6, 2016 (most recent of 6 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 14 · EIN 13-4334400 | Plan Administrator | $5,306,638 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 28 · EIN 06-9387141 | Investment Management | $4,504,384 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $1,192,548 |
HIGHBRIDGE6 years Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $730,986 |
LBI SOFTWARE INC7+ years Service code 17 · EIN 13-3118789 | Pension Consulting | $422,818 |
ASF VII B L.P7+ years Service code 49 | Other Services | $323,848 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $217,888 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $204,786 |
PRICEWATERHOUSECOOPERS LLP7+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $133,534 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS Service code 17 · EIN 82-1061233 | Pension Consulting | $94,133 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 8.62% | 12.07%-3.5pp | 8.95%-0.3pp | 15.63%-7.0pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |