Filed December 6, 2016 (most recent of 6 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 28 · EIN 06-9387141 | Investment Management | $4,354,759 |
AB FUNDS9+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 14 · EIN 13-4334400 | Plan Administrator | $3,773,080 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $1,231,412 |
HIGHBRIDGE8 years Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $694,897 |
ASF VII B L.P9+ years Service code 49 | Other Services | $433,897 |
NORTHERN TRUST COMPANY8 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $176,749 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $164,839 |
PRICEWATERHOUSECOOPERS LLP9+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $130,000 |
BLUEMOUNTAIN MONTENVERS FUND LP9+ years Service code 28 · EIN 90-0945546 | Investment Management | $107,854 |
NP RAILCAR INVESTMENTS II LLC9+ years Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $90,440 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 6.41% | 8.84%-2.4pp | 12.68%-6.3pp | 9.11%-2.7pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |