Filed September 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $1,066,248 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $561,304 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 150 NORTH MERAMEC AVENUE · ST. LOUIS, MO 63105 | Investment Management | $560,511 |
MET WEST FUNDS1+ years Filed as: MET, WEST CAPITAL MANAGEMENT Service code 28 · EIN 95-4766779 610 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $503,261 |
PZENA INVESTMENT MANAGEMENT1+ years Filed as: PZENA INVESTMENT MAGEMENT Service code 28 · EIN 13-3860154 120 WEST 45TH STREET · NEW YORK, NY 10036 | Investment Management | $466,325 |
Service code 28 · EIN 04-3532603 900 SALEM STREET · SMITHFIELD, RI 02917 | Investment Management | $370,357 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MAGEMENT CORP Service code 28 · EIN 25-6078093 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $304,715 |
BLACKROCK1+ years Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $101,413 |
Filed as: PRUDENTIAL Service code 28 · EIN 58-0513395 ONE RAVINIA DRIVE · ATLANTA, GA 30346 | Investment Management | $14,092 |
MERGANSER CAPITAL1+ years Service code 28 · EIN 04-2983754 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $11,561 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $264,156-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 0.0%0pp |
| Annual return | 7.72% | 9.19%-1.5pp | 4.74%+3.0pp | 9.19%-1.5pp |
| Employer contribution / active EE | $15,907 | $12,608+26.2% | $46,220-65.6% | $12,608+26.2% |
| Participant deferral / active EE | $30 | $1,615-98.2% | $248-88.1% | $1,615-98.2% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,050-100.0% | $2,655,710-100.0% |