Filed March 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $1,481,477 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-2642764 | Investment Mgmt Fees | $1,137,638 |
ALIGHT SOLUTIONS LLC1+ years Service code 14 · EIN 82-1061233 | Plan Administrator | $1,079,963 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT GROUP (US) INC Service code 51 · EIN 56-2475915 | Investment Mgmt Fees | $1,053,880 |
Service code 51 · EIN 13-4194623 | Investment Mgmt Fees | $874,076 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $796,303 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN Service code 99 · EIN 25-0069218 | Other Fees | $283,515 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $260,621 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 11 · EIN 36-4291971 | Actuarial | $177,807 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $95,775 |
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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 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -29.29% | -14.80%-14.5pp | -3.21%-26.1pp | -14.80%-14.5pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $46,051-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |