Filed September 24, 1992 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 26-4310844 | Pension Consulting | $230,743 |
Service code 51 · EIN 47-3503928 | Investment Mgmt Fees | $73,249 |
NORTHERN TRUST COMPANY3+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $70,504 |
WESTFIELD CAPITAL MANAGEMENT2 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $40,852 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $37,376 |
ADVISORY RESEARCH3+ years Filed as: ADVISORY RESEARCH INC Service code 51 · EIN 36-2831881 | Investment Mgmt Fees | $14,233 |
Filed as: PARAMETRIC Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $12,701 |
Service code 51 · EIN 43-1696112 | Investment Mgmt Fees | $8,928 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL INC Service code 51 · EIN 13-2726734 | Investment Mgmt Fees | $8,646 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $0 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 9.65% | 17.84%-8.2pp | 15.63%-6.0pp | 17.84%-8.2pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $56,677-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $93-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |