| Provider | Service type | Compensation |
|---|---|---|
1974 PENSION TRUST2+ years Service code 10 · EIN 52-6150908 | Accounting | $7,720,406 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $2,774,878 |
Service code 19 · EIN 13-3200244 | Securities Custodian | $1,272,627 |
DENTON CANADA LLP2+ years Service code 29 · EIN 71-0914820 | Legal | $1,231,680 |
PROTIVITI INC1 year Service code 29 · EIN 04-3661951 | Legal | $1,095,442 |
Filed as: UBS GLOBAL ASSET MANANGEMENT Service code 27 · EIN 36-3718331 | Advisory (Plan) | $1,028,074 |
MOONEY GREEN SAINDON2+ years Service code 29 · EIN 52-1182494 | Legal | $922,324 |
BLACKROCK1 year Filed as: BLACKROCK INST TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $903,932 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST COMPANY THE Service code 19 · EIN 36-1561860 | Securities Custodian | $685,665 |
INVESCO1 year Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $431,019 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.11% | 12.92%-2.8pp | 10.36%-0.3pp | 17.84%-7.7pp |
| Employer contribution / active EE | $6,070 | $14,070-56.9% | $37,738-83.9% | $14,688-58.7% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |