| Provider | Service type | Compensation |
|---|---|---|
1974 PENSION TRUST3+ years Service code 10 · EIN 52-6150908 | Accounting | $7,586,031 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST COMPANY THE Service code 19 · EIN 36-1561860 | Securities Custodian | $874,697 |
Service code 28 · EIN 13-3200244 | Investment Management | $856,663 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $844,816 |
Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 27 · EIN 36-3718331 | Advisory (Plan) | $754,510 |
INVESCO2 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $421,440 |
MOONEY GREEN SAINDON3+ years Service code 29 · EIN 52-1182494 | Legal | $312,713 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 22-2370029 | Investment Management | $305,781 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $280,038 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $261,928 |
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 3.47% | -0.94%+4.4pp | -2.18%+5.7pp | 33.37%-29.9pp |
| Employer contribution / active EE | $11,837 | $12,464-5.0% | $38,751-69.5% | $11,253+5.2% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |