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) | $1,715,434 |
THE BANK OF NEW YORK MELLON8+ years Filed as: MELLON CAPITAL Service code 28 · EIN 25-6078093 | Investment Management | $1,202,009 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 28 · EIN 56-1557450 | Investment Management | $673,549 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 22-2540245 | Investment Management | $639,515 |
ARROWMARK PARTNERS5 years Service code 28 · EIN 39-2068140 | Investment Management | $598,584 |
JACKSON SQUARE PARTNERS4 years Filed as: JACKSON SQUARE Service code 28 · EIN 80-0945254 | Investment Management | $576,541 |
WELLS FARGO BANK, N.A.1 year Filed as: GALLIARD CAPITAL MANAGEMENT, LLC Service code 28 · EIN 41-1813702 | Investment Management | $483,972 |
BOSTON PARTNERS8+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 98-0202744 | Investment Management | $443,702 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON Service code 25 · EIN 13-2614959 | Directed Trustee | $437,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $350,543 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,484 | $89,433+137.6% | $93,765+126.6% | $89,433+137.6% |
| Participation rate | 98.5% | 71.3%+27.2pp | 81.0%+17.5pp | 71.3%+27.2pp |
| Annual return | -14.98% | -11.88%-3.1pp | -11.32%-3.7pp | -11.88%-3.1pp |
| Employer contribution / active EE | $4,690 | $3,021+55.3% | $4,327+8.4% | $3,021+55.3% |
| Participant deferral / active EE | $10,827 | $5,125+111.3% | $6,099+77.5% | $5,125+111.3% |
| Admin fee / account holder | $314 | $79+295.5% | $7,184-95.6% | $79+295.5% |