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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 28 · EIN 06-1614949 645 5TH AVENUE, SUITE 1201 · NEW YORK, NY 10022 | Investment Management | $33,778 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 2100 GEORGETOWN DRIVE, SUITE 500 · SEWICKLEY, PA 15143 | Advisory (Plan) | $8,726 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $7,121 |
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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 | $171,008-100.0% | $163,428-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.1%-20.1pp | 15.9%-15.9pp | 55.8%-55.8pp |
| Annual return | 11.09% | 9.19%+1.9pp | 9.36%+1.7pp | 24.44%-13.3pp |
| Employer contribution / active EE | $0 | $35,866-100.0% | $31,270-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |