Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
PZENA INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 13-3860154 | Investment Management | $1,016,268 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 28 · EIN 47-0875103 | Investment Management | $752,354 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS, LLP Service code 15 · EIN 16-0468020 | Recordkeeping | $600,689 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 | Investment Management | $527,252 |
SHENKMAN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 13-3280361 | Investment Management | $393,525 |
Filed as: PRUDENTIAL INVESTMENTS Service code 13 · EIN 22-1211670 | Contract Administrator | $353,265 |
CORONATION FUND MANAGERS1+ years Service code 28 | Investment Management | $312,813 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $265,123 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $217,492 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $215,958 |
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 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 | $96,302-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -0.18% | 3.11%-3.3pp | -2.90%+2.7pp | 3.11%-3.3pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $27,990-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $137-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $519-100.0% | - |