Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,812,344 |
ABERDEEN ASSET MANAGEMENT, INC.10+ years Filed as: ABERDEEN ASSET MGT., INC. Service code 28 · EIN 51-0368279 | Investment Management | $2,771,389 |
MARATHON ASSET MANAGEMENT10+ years Service code 28 | Investment Management | $2,447,163 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $2,120,935 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INVESTMENT MGT., INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,469,558 |
PIMCO FUNDS1 year Service code 28 · EIN 95-2632339 | Investment Management | $1,165,231 |
Filed as: SHENKMAN CAPITAL MANAGEMENT, INC Service code 28 · EIN 13-3280361 | Investment Management | $1,089,582 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 52 · EIN 23-2817243 | Indirect Investment Fees | $1,087,651 |
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $930,889 |
Service code 28 · EIN 04-3304963 | Investment Management | $848,385 |
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 4.97% | 8.85%-3.9pp | 9.17%-4.2pp | 8.85%-3.9pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $40,523-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |