Filed August 3, 2022 (most recent of 2 filings on file)
Total covered: 2,748 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: MELLON CAPITAL Service code 28 · EIN 25-6078093 | Investment Management | $1,370,663 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,263,161 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 22-2540245 | Investment Management | $662,133 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 28 · EIN 56-1557450 | Investment Management | $650,881 |
JACKSON SQUARE PARTNERS6 years Filed as: JACKSON SQUARE Service code 28 · EIN 80-0945254 | Investment Management | $445,120 |
ARROWMARK PARTNERS7 years Service code 28 · EIN 39-2068140 | Investment Management | $444,342 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $437,500 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 | Investment Management | $426,725 |
WELLS FARGO BANK, N.A.10+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC Service code 28 · EIN 41-1813702 | Investment Management | $384,530 |
SOUND SHORE8 years Filed as: SOUND SHORE MANAGEMENT, INC. Service code 28 8 SOUND SHORE DRIVE · GREENWICH, CT 06830 | Investment Management | $354,697 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,626 | $106,382+131.8% | $103,476+138.3% | $106,382+131.8% |
| Participation rate | 98.0% | 69.9%+28.1pp | 80.5%+17.5pp | 69.9%+28.1pp |
| Annual return | 12.78% | 17.37%-4.6pp | 23.90%-11.1pp | 17.37%-4.6pp |
| Employer contribution / active EE | $4,973 | $3,364+47.9% | $4,672+6.4% | $3,364+47.9% |
| Participant deferral / active EE | $11,397 | $5,569+104.7% | $6,623+72.1% | $5,569+104.7% |
| Admin fee / account holder | $330 | $79+317.1% | $9,413-96.5% | $79+317.1% |