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) | $1,444,929 |
MORNEAU SHEPELL2 years Service code 15 | Recordkeeping | $1,419,296 |
SANDS CAPITAL MANAGEMENT, LLC6+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $1,335,220 |
Filed as: POLARIS CAPITAL MANAGEMENT Service code 25 · EIN 04-3269043 | Directed Trustee | $1,228,364 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $1,175,236 |
VONTOBEL USA INC6+ years Filed as: VONTOBEL Service code 28 · EIN 13-3223264 | Investment Management | $1,141,726 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,124,746 |
RIVER AND MERCANTILE LLC2 years Filed as: RIVER & MERCANTILE Service code 28 130 TURNER STREET · WALTHAM, MA 02453 | Investment Management | $1,084,820 |
HAMILTON LANE ADVISORS, LLC6+ years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $1,059,688 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Fl... | $923,877 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 13.82% | 13.80%0pp | 8.35%+5.5pp | 13.80%0pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $27,010-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $180-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |