Filed September 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $1,017,835 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 150 NORTH MERAMEC AVENUE, 6TH FLOOR · ST. LOUIS, MO 63105 | Investment Management | $571,915 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $558,029 |
Service code 28 · EIN 13-3860154 120 WEST 45TH STREET, 20TH FLOOR · NEW YORK, NY 10036 | Investment Management | $484,804 |
Service code 28 · EIN 04-3532603 900 SALEM STREET, OT2N1 · SMITHFIELD, RI 02917 | Investment Management | $402,191 |
BLACKROCK2+ years Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $200,676 |
MET WEST FUNDS2+ years Filed as: MET, WEST CAPITAL MANAGEMENT Service code 28 · EIN 95-4766779 610 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $53,273 |
Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 201 WASHINGTON STREET, 29TH FLOOR · BOSTON, MA 02108 | Investment Management | $8,471 |
MERGANSER CAPITAL2+ years Service code 28 · EIN 04-2983754 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $4,685 |
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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 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 10.64% | 9.56%+1.1pp | 14.41%-3.8pp | 17.84%-7.2pp |
| Employer contribution / active EE | $12,263 | $24,624-50.2% | $45,283-72.9% | $14,688-16.5% |
| Participant deferral / active EE | $24 | $2,747-99.1% | $125-81.1% | $770-96.9% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |