Filed August 3, 2022 (most recent of 2 filings on file)
Total covered: 2,748 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,324,883 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,296,805 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $1,293,436 |
HAMILTON LANE ADVISORS, LLC5+ years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $1,113,750 |
Filed as: POLARIS CAPITAL MANAGEMENT Service code 25 · EIN 04-3269043 | Directed Trustee | $1,004,445 |
SANDS CAPITAL MANAGEMENT, LLC5+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $993,890 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $935,640 |
VONTOBEL USA INC5+ years Filed as: VONTOBEL Service code 28 · EIN 13-3223264 | Investment Management | $927,755 |
MERCER5+ years Service code 13 · EIN 20-1932099 | Contract Administrator | $895,947 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $881,320 |
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 | $894,319,009-100.0% | - | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 13.72% | 24.48%-10.8pp | 13.45%+0.3pp | 24.48%-10.8pp |
| Employer contribution / active EE | $6,758 | $9,418-28.2% | $26,057-74.1% | $9,418-28.2% |
| Participant deferral / active EE | $0 | $501-100.0% | $181-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | - | $2,968,729-100.0% |