Filed August 3, 2022 (most recent of 2 filings on file)
Total covered: 2,748 employees
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 12 · EIN 52-1883918 | Participant communication; Recordkeep... | $1,299,293 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,238,924 |
THE TOWNSEND GROUP8+ years Filed as: TOWNSEND Service code 28 · EIN 45-3073569 | Investment Management | $1,109,816 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Trustee (directed); Other services; F... | $924,255 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $908,022 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $893,567 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $818,838 |
Filed as: POLARIS CAPITAL MANAGEMENT Service code 25 · EIN 04-3269043 | Directed Trustee | $788,051 |
VONTOBEL USA INC8+ years Filed as: VONTOBEL Service code 28 · EIN 13-3223264 | Investment Management | $695,393 |
SANDS CAPITAL MANAGEMENT, LLC8+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $659,596 |
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 | $1,469,698-100.0% | - | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -18.22% | 7.68%-25.9pp | 179.55%-197.8pp | 7.68%-25.9pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $24,917-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $463-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | - | $19,323-100.0% |