Filed January 31, 2023 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONDUENT HR SOLUTIONS, LLC Service code 13 · EIN 04-3609848 | Contract Administrator | $1,106,402 |
Filed as: GRANTHAM MAYO Service code 28 · EIN 04-2691242 | Investment Management | $931,941 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $839,388 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT GLOBAL INV MGMT Service code 28 · EIN 76-6192146 | Investment Management | $796,894 |
CAPITAL GUARDIAN2+ years Service code 28 · EIN 95-2553868 | Investment Management | $632,088 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 13-4179575 | Investment Management | $624,136 |
GOLDMAN SACHS2+ years Filed as: COPPER ROCK INTERNATIONAL Service code 28 · EIN 27-2016436 | Investment Management | $603,815 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $590,725 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $582,333 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON GLOBAL MULTI-SEC Service code 28 · EIN 80-0733663 300 S.E. 2ND STREET · FORT LAUDERDALE, FL 33301 | Investment Management | $474,310 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | -102.99% | 5.28%-108.3pp | 16.78%-119.8pp | 10.21%-113.2pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |