Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,783,712 |
ABERDEEN ASSET MANAGEMENT, INC.8+ years Filed as: ABERDEEN ASSET MGT., INC. Service code 28 · EIN 51-0368279 | Investment Management | $3,448,783 |
MARATHON ASSET MANAGEMENT8+ years Service code 28 | Investment Management | $2,261,619 |
Filed as: PRUDENTIAL INVESTMENT MGT., INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,612,174 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,121,295 |
Filed as: CENTERSQUARE INV MNGMT INC. Service code 28 · EIN 23-2817243 | Investment Management | $1,068,663 |
BLACKROCK3 years Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $1,063,394 |
SHENKMAN CAPITAL MANAGEMENT8+ years Filed as: SHENKMAN CAPITAL MGT Service code 28 461 FIFTH AVE · NEW YORK, NY 10017 | Investment Management | $1,023,381 |
AEW CAPITAL MANAGEMENT8+ years Service code 28 · EIN 04-3329433 | Investment Management | $981,063 |
Service code 28 600 TRAVIS STREET · HOUSTON, TX 770023071 | Investment Management | $868,633 |
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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -15.95% | -15.08%-0.9pp | -3.21%-12.7pp | 7.68%-23.6pp |
| Employer contribution / active EE | $0 | $5,566-100.0% | $46,051-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |