Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA Service code 13 · EIN 04-3516284 | Contract Administrator | $520,952 |
COLUMBUS CIRCLE INVESTORS1+ years Filed as: COLUMBUS CIRCLE Service code 27 · EIN 06-1404803 | Advisory (Plan) | $359,061 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $349,651 |
Filed as: SILVERCREST Service code 27 · EIN 45-5146560 | Advisory (Plan) | $234,137 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $226,441 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE INVESTMENT ADVISORS Service code 27 · EIN 13-3465352 | Advisory (Plan) | $225,442 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MGMT Service code 27 · EIN 30-0027188 | Advisory (Plan) | $221,628 |
DUFF & PHELPS, LLC1+ years Filed as: DUFF AND PHELPS Service code 27 · EIN 36-4090666 | Advisory (Plan) | $191,261 |
Filed as: BARROW, HANLEY & MEWHIN Service code 27 · EIN 75-2403190 | Advisory (Plan) | $180,856 |
CLEARBROOK INVESTMENT1+ years Filed as: CLEARBROOK INVESTMENT CONSULTING Service code 50 · EIN 11-3920218 | Direct Payment | $92,500 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -2.16% | 0.61%-2.8pp | -2.90%+0.7pp | 1.67%-3.8pp |
| Employer contribution / active EE | $0 | $9,133-100.0% | $27,990-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |