Filed January 5, 2009
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 |
|---|---|---|
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL Service code 28 · EIN 13-3806691 | Investment Management | $3,735,704 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3040307 | Investment Management | $2,427,448 |
WILLIS TOWERS WATSON US LLC4 years Service code 13 · EIN 53-0181291 | Contract Administrator | $1,394,691 |
PJT PARTNERS LP1 year Service code 16 · EIN 38-3924187 | Consulting | $537,384 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $465,694 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $439,162 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $173,136 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $88,503 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $70,000 |
WITHUMSMITH+BROWN, PC5 years Filed as: FROST BROWN TODD Service code 29 · EIN 61-0722001 | Legal | $43,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -26.67% | -13.75%-12.9pp | -4.80%-21.9pp | 23.41%-50.1pp |
| Employer contribution / active EE | $0 | $13,276-100.0% | $30,897-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |