Filed April 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $431,510 |
CBIZ RETIREMENT PLAN SERVICES6+ years Service code 14 · EIN 31-1582098 | Plan Administrator | $263,324 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Service code 28 · EIN 95-2705767 | Investment Management | $108,349 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $101,185 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 28 · EIN 13-3200244 | Investment Management | $82,449 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL ASSET MGMT Service code 28 · EIN 13-3806691 | Investment Management | $71,337 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $70,573 |
COOK STREET CONSULTING2 years Service code 17 · EIN 84-0854432 | Pension Consulting | $70,325 |
US BANK2 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $67,031 |
STATE STREET GLOBAL ADVISORS6+ years Service code 28 · EIN 04-1867445 | Investment Management | $31,279 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 14.12% | 13.15%+1.0pp | -2.84%+17.0pp | 11.45%+2.7pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |