Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,706,476 |
ABERDEEN ASSET MANAGEMENT, INC.7+ years Filed as: ABERDEEN ASSET MGT., INC. Service code 28 · EIN 51-0368279 | Investment Management | $4,460,489 |
MARATHON ASSET MANAGEMENT7+ years Service code 28 | Investment Management | $2,552,154 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,342,188 |
Filed as: PRUDENTIAL INVESTMENT MGT., INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,330,918 |
Filed as: CENTERSQUARE INV MNGMT INC. Service code 28 · EIN 23-2817243 | Investment Management | $1,118,021 |
BLACKROCK2 years Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $971,870 |
SHENKMAN CAPITAL MANAGEMENT7+ years Filed as: SHENKMAN CAPITAL MGT Service code 28 461 FIFTH AVE · NEW YORK, NY 10017 | Investment Management | $927,777 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $896,313 |
Service code 28 600 TRAVIS STREET · HOUSTON, TX 770023071 | Investment Management | $886,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 16.32% | 9.17%+7.1pp | 8.95%+7.4pp | 13.51%+2.8pp |
| Employer contribution / active EE | $0 | $5,235-100.0% | $46,559-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |