Filed December 1, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT MANAGMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $55,683 |
LOGAN CIRCLE PARTNERS, LP7+ years Service code 28 · EIN 20-8262386 | Investment Management | $43,952 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $28,280 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $23,702 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $16,879 |
FISHER INVESTMENTS6 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $7,898 |
MERCER7+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $6,603 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -23.31% | -11.83%-11.5pp | -5.12%-18.2pp | -14.65%-8.7pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |