Filed August 3, 2022 (most recent of 2 filings on file)
Total covered: 2,748 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 13 · EIN 20-1932099 | Contract Administrator | $1,471,330 |
HAMILTON LANE ADVISORS, LLC2+ years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $1,285,676 |
EDINBURGH PARTNERS2+ years Service code 28 | Investment Management | $1,282,716 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,147,974 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $1,074,392 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,005,743 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $974,732 |
FRANKLIN TEMPLETON2+ years Filed as: TEMPLETON INVESTMENT COUNCIL LLC Service code 28 · EIN 94-3385113 | Investment Management | $935,334 |
VONTOBEL USA INC2+ years Filed as: VONTOBEL Service code 28 · EIN 13-3223264 | Investment Management | $903,503 |
THE TOWNSEND GROUP2+ years Filed as: TOWNSEND Service code 28 · EIN 45-3073569 | Investment Management | $893,835 |
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 | $40,289-100.0% | $14,339-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 17.0%-17.0pp | 4.2%-4.2pp |
| Annual return | 4.59% | 10.64%-6.1pp | 1.15%+3.4pp | 10.64%-6.1pp |
| Employer contribution / active EE | $5,086 | $11,561-56.0% | $26,339-80.7% | $11,561-56.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $178-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,605-100.0% | $312-100.0% |