Filed August 3, 2022 (most recent of 2 filings on file)
Total covered: 2,748 employees
| Provider | Service type | Compensation |
|---|---|---|
EDINBURGH PARTNERS4+ years Service code 28 | Investment Management | $1,490,134 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,358,091 |
SANDS CAPITAL MANAGEMENT, LLC4+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $1,315,740 |
HAMILTON LANE ADVISORS, LLC4+ years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $1,153,125 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,150,128 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $1,143,999 |
MERCER4+ years Service code 13 · EIN 20-1932099 | Contract Administrator | $1,118,004 |
FRANKLIN TEMPLETON4+ years Filed as: TEMPLETON INVESTMENT COUNCIL LLC Service code 28 · EIN 94-3385113 | Investment Management | $1,045,361 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $1,027,329 |
VONTOBEL USA INC4+ years Filed as: VONTOBEL Service code 28 · EIN 13-3223264 | Investment Management | $1,003,234 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
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 | $7,764,297-100.0% | $221,583-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -5.06% | -1.95%-3.1pp | -6.55%+1.5pp | -1.95%-3.1pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $21,653-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $160-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,920-100.0% | $62,356-100.0% |