Filed February 9, 2015 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,730,273 |
WP GLOBAL PARTNERS LLC2 years Service code 10 · EIN 46-3077038 | Accounting | $1,271,563 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $1,084,931 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $1,055,756 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,020,060 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $941,624 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 · EIN 13-3040307 | Investment Management | $653,586 |
SCHRODER INVESTMENT MANAGEMENT3+ years Filed as: SCHRODER INVESTMENT MGMT NA, INC. Service code 21 · EIN 13-4064414 | Bank Trustee | $581,136 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $376,657 |
Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $344,664 |
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 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 16.26% | 16.32%-0.1pp | 15.63%+0.6pp | 16.32%-0.1pp |
| Employer contribution / active EE | $15,753 | $12,766+23.4% | $56,677-72.2% | $12,766+23.4% |
| Participant deferral / active EE | $0 | $800-100.0% | $93-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |