Filed August 3, 2022 (most recent of 2 filings on file)
Total covered: 2,748 employees
| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,393,171 |
MORNEAU SHEPELL3 years Service code 15 · EIN 52-1883918 | Recordkeeping | $1,362,355 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,319,010 |
Filed as: POLARIS CAPITAL MANAGEMENT Service code 25 · EIN 04-3269043 | Directed Trustee | $1,114,804 |
SANDS CAPITAL MANAGEMENT, LLC7+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $1,092,870 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $1,074,742 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $1,067,503 |
VONTOBEL USA INC7+ years Filed as: VONTOBEL Service code 28 · EIN 13-3223264 | Investment Management | $992,738 |
RIVER AND MERCANTILE LLC3 years Filed as: RIVER & MERCANTILE Service code 28 · EIN 04-3513306 | Investment Management | $982,274 |
THE TOWNSEND GROUP7+ years Filed as: TOWNSEND Service code 28 · EIN 45-3073569 | Investment Management | $961,085 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 3.96% | 13.51%-9.5pp | 8.31%-4.3pp | 13.51%-9.5pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $21,002-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $224-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |