| Provider | Service type | Compensation |
|---|---|---|
1974 PENSION TRUST1 year Filed as: 1974 PENSION TRUST EMPLOYEES Service code 27 · EIN 52-6150908 | Advisory (Plan) | $7,463,245 |
STEPTOE & JOHNSON LLP1 year Filed as: STEPTOE JOHNSON LLC Service code 29 · EIN 52-1349790 | Legal | $1,321,154 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $787,776 |
MOONEY GREEN SAINDON5+ years Service code 29 · EIN 52-1182494 | Legal | $488,932 |
BLACKROCK1 year Filed as: BLACKROCK CORP. Service code 28 · EIN 94-6507863 | Investment Management | $344,588 |
INVESCO4 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $342,125 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $309,047 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 27 · EIN 36-3718331 | Advisory (Plan) | $235,842 |
BAILEY CAVALIERI1 year Service code 29 · EIN 16-1675009 | Legal | $229,681 |
LOOMIS SAYLES5+ years Service code 28 · EIN 04-3200030 | Investment Management | $181,073 |
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 | $793,067-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 70.33% | 12.86%+57.5pp | 10.21%+60.1pp | 12.86%+57.5pp |
| Employer contribution / active EE | $6,788 | $13,687-50.4% | $40,687-83.3% | $13,687-50.4% |
| Participant deferral / active EE | $0 | $833-100.0% | $0 | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |