Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $4,418,253 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MGT., INC. Service code 28 · EIN 51-0368279 | Investment Management | $2,412,279 |
MARATHON ASSET MANAGEMENT1+ years Service code 28 | Investment Management | $1,836,410 |
BAILLIE GIFFORD OVERSEAS LTD1+ years Filed as: BAILLE GIFFORD OVERSEAS LTD Service code 28 · EIN 22-3438530 | Investment Management | $1,660,505 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $871,415 |
Filed as: PRUDENTIAL INVESTMENT MGT., INC. Service code 28 · EIN 22-2540245 | Investment Management | $776,096 |
Filed as: CENTERSQUARE INV MNGMT INC. Service code 28 · EIN 23-2817243 | Investment Management | $766,218 |
SHENKMAN CAPITAL MANAGEMENT1+ years Filed as: SHENKMAN CAPITAL MGT Service code 28 461 FIFTH AVE · NEW YORK, NY 10017 | Investment Management | $734,734 |
FIRST PRINCIPLES CAPITAL MGT1+ years Service code 28 140 BROADWAY · NEW YORK, NY 10005 | Investment Management | $654,523 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $642,157 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | 0.34% | 3.03%-2.7pp | -0.81%+1.1pp | -0.08%+0.4pp |
| Employer contribution / active EE | $0 | $7,443-100.0% | $38,425-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |