Filed July 15, 2025 (most recent of 3 filings on file)
Total covered: 1,340 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $5,038,232 |
ABERDEEN ASSET MANAGEMENT, INC.9+ years Filed as: ABERDEEN ASSET MGT., INC. Service code 28 · EIN 51-0368279 | Investment Management | $3,106,029 |
MARATHON ASSET MANAGEMENT9+ years Service code 28 | Investment Management | $2,447,287 |
BLACKROCK4 years Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $1,500,223 |
Filed as: PRUDENTIAL INVESTMENT MGT., INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,470,350 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,113,385 |
THE BANK OF NEW YORK MELLON9+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $1,074,949 |
SHENKMAN CAPITAL MANAGEMENT9+ years Filed as: SHENKMAN CAPITAL MGT Service code 28 461 FIFTH AVE · NEW YORK, NY 10017 | Investment Management | $1,074,369 |
Filed as: CENTERSQUARE INV MNGMT INC. Service code 28 · EIN 23-2817243 | Investment Management | $969,213 |
AEW CAPITAL MANAGEMENT9+ years Service code 28 · EIN 04-3329433 | Investment Management | $884,180 |
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 10.39% | 9.90%+0.5pp | 12.68%-2.3pp | 13.18%-2.8pp |
| Employer contribution / active EE | $0 | $7,519-100.0% | $41,626-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |