Filed August 3, 2022 (most recent of 2 filings on file)
Total covered: 2,748 employees
| Provider | Service type | Compensation |
|---|---|---|
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $1,890,118 |
EDINBURGH PARTNERS1+ years Service code 28 525 OKEECHOBEE BLVD · WEST PALM BEACH, FL 33401 | Investment Management | $1,740,837 |
FRANKLIN TEMPLETON1+ years Filed as: TEMPLETON INVESTMENT COUNCIL LLC Service code 28 · EIN 94-3385113 | Investment Management | $1,461,866 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,345,171 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,312,011 |
MERCER1+ years Service code 13 · EIN 20-1932099 | Contract Administrator | $1,262,898 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $1,255,706 |
VONTOBEL USA INC1+ years Filed as: VONTOBEL Service code 28 · EIN 13-3223264 | Investment Management | $1,142,528 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Named fiduciary; Direct payment from ... | $1,009,049 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $990,065 |
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 | $47,522-100.0% | $10,105-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 11.1%-11.1pp | 9.2%-9.2pp |
| Annual return | 1.17% | -0.08%+1.3pp | 16.23%-15.1pp | -0.08%+1.3pp |
| Employer contribution / active EE | $5,488 | $7,991-31.3% | $17,605-68.8% | $7,991-31.3% |
| Participant deferral / active EE | $0 | $325-100.0% | $237-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $11-100.0% | $275-100.0% |