Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,786,892 |
ABERDEEN ASSET MANAGEMENT, INC.6+ years Filed as: ABERDEEN ASSET MGT., INC. Service code 28 · EIN 51-0368279 | Investment Management | $3,406,400 |
MARATHON ASSET MANAGEMENT6+ years Service code 28 | Investment Management | $2,042,335 |
Filed as: PRUDENTIAL INVESTMENT MGT., INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,362,450 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,361,338 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $938,376 |
FIRST PRINCIPLES CAPITAL MGT6+ years Service code 28 140 BROADWAY · NEW YORK, NY 10005 | Investment Management | $829,633 |
Filed as: CENTERSQUARE INV MNGMT INC. Service code 28 · EIN 23-2817243 | Investment Management | $818,836 |
SHENKMAN CAPITAL MANAGEMENT6+ years Filed as: SHENKMAN CAPITAL MGT Service code 28 461 FIFTH AVE · NEW YORK, NY 10017 | Investment Management | $777,366 |
AEW CAPITAL MANAGEMENT6+ years Service code 28 · EIN 04-3329433 | Investment Management | $732,672 |
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 13.57% | 17.85%-4.3pp | 9.52%+4.0pp | 13.80%-0.2pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $41,951-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |