| Provider | Service type | Compensation |
|---|---|---|
1974 PENSION TRUST4+ years Service code 10 · EIN 52-6150908 | Accounting | $7,841,776 |
Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $764,168 |
Filed as: STATE STREET BANK TRUST Service code 28 · EIN 04-1867445 | Investment Management | $690,094 |
BLACKROCK2 years Filed as: BLACKROCK CORP Service code 28 · EIN 94-6507863 | Investment Management | $663,305 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST COMPANY THE Service code 19 · EIN 36-1561860 | Securities Custodian | $478,427 |
INVESCO3 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $363,143 |
MOONEY GREEN SAINDON4+ years Service code 29 · EIN 52-1182494 | Legal | $332,567 |
Filed as: STATE STREET RESEARCH MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $278,323 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS GLOBAL ASSET MANANGEMENT Service code 27 · EIN 36-3718331 | Advisory (Plan) | $267,755 |
BLACKROCK3 years Filed as: BLACKROCK INST TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $253,070 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 11.64% | 14.29%-2.6pp | 14.64%-3.0pp | 21.83%-10.2pp |
| Employer contribution / active EE | $6,736 | $12,083-44.3% | $41,831-83.9% | $12,237-45.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |