Filed April 6, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 13 · EIN 36-2235791 | Contract Administrator | $2,233,512 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $487,204 |
Service code 28 · EIN 13-3222121 | Investment Management | $466,804 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 28 · EIN 25-1890416 | Investment Management | $306,636 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INESTMENT MANAGEMENT INC Service code 28 · EIN 13-3200244 | Investment Management | $241,732 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST CO. N.A. Service code 28 · EIN 04-2755549 | Investment Management | $182,197 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $167,541 |
Filed as: EAGLE BOSTON INVESTMENT MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $161,457 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON INSTITUTION LLC Service code 28 · EIN 94-3411725 | Investment Management | $141,427 |
PICTET ASSET MANAGEMENT2+ years Filed as: PICTET ASSET MANAGEMENT LTD Service code 28 · EIN 98-0396762 | Investment Management | $137,289 |
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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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 6.32% | 6.04%+0.3pp | 5.44%+0.9pp | 9.19%-2.9pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $25,481-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |