| Provider | Service type | Compensation |
|---|---|---|
1974 PENSION TRUST5 years Filed as: 1974 PENSION TRUST EMPLOYEES Service code 27 · EIN 52-6150908 | Advisory (Plan) | $9,039,287 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $1,962,660 |
PENSION BENEFIT INFORMATION3 years Service code 16 · EIN 94-2856521 | Consulting | $710,362 |
NORTHERN TRUST COMPANY5 years Service code 19 · EIN 36-1561860 | Securities Custodian | $560,589 |
INVESCO8 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $513,623 |
MOONEY GREEN SAINDON9+ years Service code 29 · EIN 52-1182494 | Legal | $441,843 |
PINEBRIDGE STRUCTURED1 year Filed as: PINEBRIDGE INVESTMENTS Service code 28 · EIN 06-1078320 | Investment Management | $429,262 |
BLACKROCK4 years Service code 27 · EIN 94-3112180 | Advisory (Plan) | $360,256 |
Service code 28 · EIN 12-3200244 | Investment Management | $303,553 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $274,446 |
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 | $52,198-100.0% | $943,036-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 30.58% | 8.21%+22.4pp | 5.62%+25.0pp | 8.21%+22.4pp |
| Employer contribution / active EE | $8,347 | $13,841-39.7% | $37,825-77.9% | $13,841-39.7% |
| Participant deferral / active EE | $0 | $62-100.0% | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $0 | $1,652-100.0% |