Filed November 17, 2017 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 04-2683277 | Investment Management | $3,591,844 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $2,916,175 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 28 · EIN 52-1309931 | Investment Management | $1,835,356 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $1,514,063 |
JACOBS & COMPANY4+ years Filed as: JACOBS LEVY EQUITY MANAGEMENT, INC. Service code 28 · EIN 22-2774695 | Investment Management | $1,402,564 |
ALIGHT SOLUTIONS LLC2 years Service code 12 · EIN 82-1061233 | Claims processing; Recordkeeping and ... | $1,229,686 |
FRANKLIN TEMPLETON4+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $1,220,018 |
AQR CAPITAL MANAGEMENT LLC3 years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 · EIN 13-3987414 | Investment Management | $1,150,009 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $1,024,745 |
ARONSON & JOHNSON & ORTIZ, LP4+ years Filed as: ARONSON JOHNSON ORTIZ,LP Service code 28 · EIN 23-2312104 | Investment Management | $1,017,724 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 3 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,823 | $96,261+146.0% | $76,768+208.5% | $68,904+243.7% |
| Participation rate | 95.2% | 87.0%+8.3pp | 77.0%+18.3pp | 74.1%+21.1pp |
| Annual return | -6.41% | -0.85%-5.6pp | 2.43%-8.8pp | 1.07%-7.5pp |
| Employer contribution / active EE | $85 | $3,303-97.4% | $2,485-96.6% | $2,540-96.6% |
| Participant deferral / active EE | $13,494 | $5,537+143.7% | $3,852+250.4% | $4,015+236.1% |
| Admin fee / account holder | $73 | $73-0.1% | $6,675-98.9% | $71+2.1% |