| Provider | Service type | Compensation |
|---|---|---|
1974 PENSION TRUST1+ years Service code 10 · EIN 52-6150908 | Accounting | $8,374,976 |
MORGAN LEWIS1+ years Filed as: MORGAN, LEWIS & BOCKIUS L Service code 29 · EIN 23-0891050 | Legal | $2,766,670 |
MOONEY GREEN SAINDON1+ years Service code 29 · EIN 52-1182494 | Legal | $790,247 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: CITY OF LONDON, EM Service code 27 1125 AIRPORT ROAD · COATESVILLE, PA 19320 | Advisory (Plan) | $781,448 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN GUARANTEE TRUST CO Service code 19 · EIN 13-3200244 | Securities Custodian | $743,360 |
BLACKROCK1+ years Filed as: BLACKROCK INST. TRUST CO, NA Service code 21 · EIN 94-3112180 | Bank Trustee | $728,361 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUMBULL FUN LP Service code 27 · EIN 61-1553760 | Advisory (Plan) | $722,043 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $640,604 |
AMERICAN REALTY ADVISORS1+ years Service code 27 · EIN 33-0123114 | Advisory (Plan) | $631,715 |
FRANKLIN TEMPLETON1+ years Filed as: ING CLARION Service code 27 · EIN 13-3379970 | Advisory (Plan) | $609,087 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 1.35% | 7.44%-6.1pp | 4.74%-3.4pp | 5.86%-4.5pp |
| Employer contribution / active EE | $9,057 | $12,240-26.0% | $36,089-74.9% | $10,137-10.7% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |