| Provider | Service type | Compensation |
|---|---|---|
1974 PENSION TRUST4 years Filed as: 1974 PENSION TRUST EMPLOYEES Service code 27 · EIN 52-6150908 | Advisory (Plan) | $8,733,225 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RESEARCH MANAGEMENT CO Service code 28 · EIN 13-3142135 | Investment Management | $1,638,058 |
PENSION BENEFIT INFORMATION2 years Service code 16 · EIN 94-2856521 | Consulting | $736,860 |
Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $676,107 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $628,056 |
BLACKROCK3 years Service code 27 · EIN 94-3112180 | Advisory (Plan) | $619,865 |
INVESCO7 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $463,085 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC PROPERTY FUND Service code 27 · EIN 13-3200244 | Advisory (Plan) | $426,826 |
MOONEY GREEN SAINDON8+ years Service code 29 · EIN 52-1182494 | Legal | $265,382 |
BAILEY CAVALIERI4 years Service code 29 · EIN 16-1675009 | Legal | $233,404 |
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 | $282,865-100.0% | $848,047-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 12.4%-12.4pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 28.30% | 9.89%+18.4pp | 5.63%+22.7pp | 9.89%+18.4pp |
| Employer contribution / active EE | $9,739 | $14,313-32.0% | $36,086-73.0% | $14,313-32.0% |
| Participant deferral / active EE | $0 | $71-100.0% | $0 | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $0 | $9,084-100.0% |