Filed November 2, 2022 (most recent of 9 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,191,074 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $727,208 |
DODGE & COX1 year Service code 28 PO BOX 8422 · BOSTON, MA 022668422 | Investment Management | $534,312 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $371,806 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 28 200 PARK AVENUE · NEW YORK, NY 10016 | Investment Management | $187,169 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE LTD. Service code 10 · EIN 34-1818258 | Accounting | $20,683 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL MUTUAL LIFE Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $14,658 |
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 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | -93.07% | 3.93%-97.0pp | 4.74%-97.8pp | 4.16%-97.2pp |
| Employer contribution / active EE | $0 | $47,405-100.0% | $36,089-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |