Filed December 6, 2016 (most recent of 6 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS10+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 14 · EIN 13-4334400 | Plan Administrator | $3,759,793 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 · EIN 06-9387141 | Investment Management | $3,727,595 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $1,217,027 |
HIGHBRIDGE9 years Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $523,004 |
NP RAILCAR INVESTMENTS II LLC10+ years Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $322,191 |
ASF VII B L.P10+ years Service code 49 | Other Services | $298,391 |
NORTHERN TRUST COMPANY9 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $183,845 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $175,183 |
PRICEWATERHOUSECOOPERS LLP10+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $125,000 |
KILPATRICK TOWNSEND8 years Filed as: KILPATRICK TOWNSEND LLP Service code 29 · EIN 58-0511774 | Legal | $57,528 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 3.75% | 5.34%-1.6pp | 9.17%-5.4pp | 9.30%-5.6pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |