Filed April 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $136,266 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $126,963 |
Service code 28 · EIN 95-2705767 | Investment Management | $114,657 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT MGT Service code 28 · EIN 13-3200244 | Investment Management | $82,433 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $80,187 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $34,456 |
T ROWE PRICE RPS INC2+ years Filed as: T.ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $31,365 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $29,981 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 28 · EIN 36-4291971 | Investment Management | $23,750 |
US BANK2+ years Filed as: U.S. NATIONAL BANK ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $9,725 |
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 4.87% | 0.80%+4.1pp | 5.44%-0.6pp | 4.16%+0.7pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |