| Provider | Service type | Compensation |
|---|---|---|
1974 PENSION TRUST2 years Filed as: 1974 PENSION TRUST EMPLOYEES Service code 27 · EIN 52-6150908 | Advisory (Plan) | $7,774,238 |
INVESCO5 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $1,169,286 |
STEPTOE & JOHNSON LLP2 years Filed as: STEPTOE JOHNSON LLC Service code 29 · EIN 52-1349790 | Legal | $838,095 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $816,798 |
LOOMIS SAYLES6+ years Service code 28 · EIN 04-3200030 | Investment Management | $491,617 |
MOONEY GREEN SAINDON6+ years Service code 29 · EIN 52-1182494 | Legal | $473,891 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $440,202 |
BAILEY CAVALIERI2 years Service code 29 · EIN 16-1675009 | Legal | $291,708 |
1974 PENSION TRUST2 years Filed as: 1974 PENSION TRUST TRUSTEES Service code 20 · EIN 52-6150908 | Trustee (individual); Direct payment ... | $207,459 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $202,840 |
Form 5500 reported that benefits due were not provided when due.
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 | $95,044-100.0% | $861,422-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 8.4%-8.4pp | 14.3%-14.3pp | 8.4%-8.4pp |
| Annual return | 17.93% | 18.35%-0.4pp | 6.57%+11.4pp | 18.35%-0.4pp |
| Employer contribution / active EE | $38,711 | $14,669+163.9% | $34,489+12.2% | $14,669+163.9% |
| Participant deferral / active EE | $0 | $70-100.0% | $0 | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $0 | $9,141-100.0% |