Filed April 6, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 13 · EIN 36-2235791 | Contract Administrator | $3,458,733 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $557,124 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 28 · EIN 25-1890416 | Investment Management | $407,916 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST CO. N.A. Service code 28 · EIN 04-2755549 | Investment Management | $246,914 |
Service code 28 · EIN 13-3222121 | Investment Management | $239,958 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INESTMENT MANAGEMENT INC Service code 28 · EIN 13-3200244 | Investment Management | $232,072 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $216,918 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON INSTITUTION LLC Service code 28 · EIN 94-3411725 | Investment Management | $197,967 |
PICTET ASSET MANAGEMENT1+ years Filed as: PICTET ASSET MANAGEMENT LTD Service code 28 · EIN 98-0396762 | Investment Management | $169,918 |
Filed as: EAGLE BOSTON INVESTMENT MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $145,874 |
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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 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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -1.35% | -1.23%-0.1pp | -3.43%+2.1pp | 1.67%-3.0pp |
| Employer contribution / active EE | $0 | $11,541-100.0% | $25,607-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |