Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $5,110,670 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Filed as: ABERDEEN ASSET MGT., INC. Service code 28 · EIN 51-0368279 | Investment Management | $3,107,122 |
MARATHON ASSET MANAGEMENT4+ years Service code 28 | Investment Management | $2,057,447 |
BAILLIE GIFFORD OVERSEAS LTD4+ years Filed as: BAILLE GIFFORD OVERSEAS LTD Service code 28 · EIN 22-3438530 | Investment Management | $1,823,544 |
Filed as: PRUDENTIAL INVESTMENT MGT., INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,235,376 |
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $1,008,623 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $995,284 |
Filed as: CENTERSQUARE INV MNGMT INC. Service code 28 · EIN 23-2817243 | Investment Management | $799,482 |
FIRST PRINCIPLES CAPITAL MGT4+ years Service code 28 140 BROADWAY · NEW YORK, NY 10005 | Investment Management | $736,153 |
AEW CAPITAL MANAGEMENT4+ years Service code 28 · EIN 04-3329433 | Investment Management | $692,307 |
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.72% | -4.58%+0.9pp | -2.18%-1.5pp | -1.95%-1.8pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $38,751-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |