Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $5,378,671 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MGT., INC. Service code 28 · EIN 51-0368279 | Investment Management | $2,414,050 |
MARATHON ASSET MANAGEMENT2+ years Service code 28 | Investment Management | $1,917,860 |
BAILLIE GIFFORD OVERSEAS LTD2+ years Filed as: BAILLE GIFFORD OVERSEAS LTD Service code 28 · EIN 22-3438530 | Investment Management | $1,416,653 |
Filed as: PRUDENTIAL INVESTMENT MGT., INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,042,105 |
Filed as: CENTERSQUARE INV MNGMT INC. Service code 28 · EIN 23-2817243 | Investment Management | $974,612 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $952,194 |
FIRST PRINCIPLES CAPITAL MGT2+ years Service code 28 140 BROADWAY · NEW YORK, NY 10005 | Investment Management | $666,269 |
AEW CAPITAL MANAGEMENT2+ years Service code 28 · EIN 04-3329433 | Investment Management | $615,355 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 125 HIGH STREET · BOSTON, MA 02110 | Investment Management | $559,219 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 7.32% | 7.64%-0.3pp | 4.74%+2.6pp | 10.64%-3.3pp |
| Employer contribution / active EE | $9,706 | $7,500+29.4% | $36,089-73.1% | $11,561-16.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |