Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $347,627 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE INVESTMENT ADVISORS Service code 27 · EIN 13-3465352 | Advisory (Plan) | $300,706 |
Filed as: SILVERCREST Service code 27 · EIN 45-5146560 | Advisory (Plan) | $240,824 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MGMT Service code 27 · EIN 30-0027188 | Advisory (Plan) | $224,368 |
FRANKLIN TEMPLETON1 year Filed as: TEMPLETON INVESTMENT COUNSEL Service code 27 · EIN 65-0046538 | Advisory (Plan) | $209,244 |
DUFF & PHELPS, LLC2+ years Filed as: DUFF AND PHELPS Service code 27 · EIN 36-4090666 | Advisory (Plan) | $208,011 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $200,000 |
COLUMBUS CIRCLE INVESTORS2+ years Filed as: COLUMBUS CIRCLE Service code 27 · EIN 06-1404803 | Advisory (Plan) | $148,417 |
CLEARBROOK INVESTMENT2+ years Filed as: CLEARBROOK INVESTMENT CONSULTING Service code 28 · EIN 11-3290218 | Investment Management | $97,500 |
BMO HARRIS BANK NA2+ years Filed as: M&T BANK Service code 25 · EIN 16-0538020 | Directed Trustee | $91,583 |
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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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 10.19% | 28.71%-18.5pp | 7.98%+2.2pp | 9.19%+1.0pp |
| Employer contribution / active EE | $0 | $15,250-100.0% | $23,724-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |