Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS2 years Filed as: PGIM INC. Service code 28 · EIN 22-2540245 | Investment Management | $831,088 |
Service code 28 · EIN 36-7298281 | Investment Management | $618,392 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $531,736 |
Service code 28 · EIN 51-0412248 | Investment Management | $371,114 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 22-3361201 | Investment Management | $315,615 |
WESTFIELD CAPITAL MANAGEMENT3 years Filed as: WESTFIELD CAPITAL MGMT CO., L.P. Service code 28 · EIN 80-0175963 | Investment Management | $249,425 |
Filed as: ALTRINSIC GLOBAL ADVISORS, LLC. Service code 28 · EIN 30-0016268 | Investment Management | $242,623 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $238,140 |
VICTORY5 years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $202,228 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE INVESTMENT MGMT ADVISORS Service code 28 · EIN 23-2859590 | Investment Management | $139,361 |
Form 5500 reported that benefits due were not provided when due.
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 | $2,822,362-100.0% | $1,964,387-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.6%-0.6pp |
| Annual return | 13.79% | 7.54%+6.2pp | 21681.50%-21667.7pp | 11.45%+2.3pp |
| Employer contribution / active EE | $52,910 | $16,158+227.4% | $87,430-39.5% | $17,219+207.3% |
| Participant deferral / active EE | $0 | $79-100.0% | $70-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,693-100.0% | $15,480-100.0% |