Filed March 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DWS FUNDS2 years Filed as: RREEF AMERICA II LP Service code 99 · EIN 92-1440977 | Other Fees | $1,093,997 |
ALIGHT SOLUTIONS LLC3+ years Service code 14 · EIN 82-1061233 | Plan Administrator | $841,252 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $485,677 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-2642764 | Investment Mgmt Fees | $390,910 |
CALLAN ASSOCIATES3+ years Filed as: CALLAN Service code 99 · EIN 25-0069218 | Other Fees | $141,472 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 11 · EIN 36-4291971 | Actuarial | $125,615 |
Service code 99 · EIN 94-1311126 | Other Fees | $47,777 |
Filed as: PRUDENTIAL TRUST CO Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $32,055 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN SECURITIES INC, NEW YORK Service code 33 · EIN 13-4994650 | Securities brokerage | $10,904 |
CITIGROUP GLOBAL MARKETS INC3+ years Filed as: CITIGROUP GBL MKTS INC, NEW YORK Service code 33 · EIN 03-4139952 | Securities brokerage | $8,618 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -2.60% | 5.34%-7.9pp | 9.17%-11.8pp | 9.30%-11.9pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |