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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 28 · EIN 06-9387141 | Investment Management | $5,263,186 |
AB FUNDS8+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 14 · EIN 13-4334400 | Plan Administrator | $4,390,414 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $1,200,395 |
HIGHBRIDGE7 years Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $558,579 |
BLUEMOUNTAIN MONTENVERS FUND LP8+ years Service code 28 · EIN 90-0945546 | Investment Management | $314,963 |
ASF VII B L.P8+ years Service code 49 | Other Services | $285,372 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $227,513 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $170,948 |
PRICEWATERHOUSECOOPERS LLP8+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $133,534 |
NP RAILCAR INVESTMENTS II LLC8+ years Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $96,346 |
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -18.46% | -6.02%-12.4pp | -3.21%-15.2pp | 23.41%-41.9pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,051-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |