Filed March 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DWS FUNDS1 year Filed as: RREEF AMERICA II LP Service code 99 · EIN 92-1440977 | Other Fees | $1,273,897 |
Service code 65 · EIN 04-3428544 | Account Maintenance | $1,009,452 |
ALIGHT SOLUTIONS LLC2+ years Service code 14 · EIN 82-1061233 | Plan Administrator | $1,007,284 |
THE BANK OF NEW YORK MELLON2+ years Service code 16 · EIN 13-5160382 | Consulting | $886,500 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-2642764 | Investment Mgmt Fees | $807,528 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $552,427 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 11 · EIN 36-4291971 | Actuarial | $279,621 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT GROUP (US) INC Service code 51 · EIN 56-2475915 | Investment Mgmt Fees | $259,058 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $214,000 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $88,009 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | -1.07% | 8.84%-9.9pp | 12.68%-13.8pp | 9.11%-10.2pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |