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| Provider | Service type | Compensation |
|---|---|---|
1974 PENSION TRUST6 years Filed as: 1974 PENSION TRUST EMPLOYEES Service code 27 · EIN 52-6150908 | Advisory (Plan) | $10,630,455 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $920,851 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $822,764 |
PENSION BENEFIT INFORMATION4 years Service code 16 · EIN 94-2856521 | Consulting | $719,912 |
NORTHERN TRUST COMPANY6 years Service code 19 · EIN 36-1561860 | Securities Custodian | $610,875 |
Service code 28 · EIN 13-3607885 | Investment Management | $375,434 |
INVESCO9 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $372,055 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET RESEARCH MANAGEMENT CO Service code 28 · EIN 13-3142135 | Investment Management | $368,891 |
MOONEY GREEN SAINDON10+ years Service code 29 · EIN 52-1182494 | Legal | $357,820 |
MMA SECURITIES LLC1 year Filed as: MARSH Service code 22 · EIN 36-1436000 | Insurance Broker | $308,029 |
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Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 0.0%0pp | 10.4%-10.4pp |
| Annual return | 22.91% | 9.31%+13.6pp | -3.38%+26.3pp | 9.31%+13.6pp |
| Employer contribution / active EE | $10,701 | $13,179-18.8% | $33,496-68.1% | $13,179-18.8% |
| Participant deferral / active EE | $0 | $193-100.0% | $0 | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |