Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,777,031 |
ABERDEEN ASSET MANAGEMENT, INC.5+ years Filed as: ABERDEEN ASSET MGT., INC. Service code 28 · EIN 51-0368279 | Investment Management | $3,206,299 |
MARATHON ASSET MANAGEMENT5+ years Service code 28 | Investment Management | $2,049,623 |
Filed as: PRUDENTIAL INVESTMENT MGT., INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,313,122 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,158,869 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $970,638 |
BAILLIE GIFFORD OVERSEAS LTD5+ years Filed as: BAILLE GIFFORD OVERSEAS LTD Service code 28 · EIN 22-3438530 | Investment Management | $937,169 |
Filed as: CENTERSQUARE INV MNGMT INC. Service code 28 · EIN 23-2817243 | Investment Management | $930,009 |
FIRST PRINCIPLES CAPITAL MGT5+ years Service code 28 140 BROADWAY · NEW YORK, NY 10005 | Investment Management | $810,779 |
AEW CAPITAL MANAGEMENT5+ years Service code 28 · EIN 04-3329433 | Investment Management | $729,678 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 20.08% | 18.43%+1.7pp | 14.64%+5.4pp | 24.48%-4.4pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $41,831-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |