Filed November 2, 2022 (most recent of 9 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,020,552 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $753,578 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $300,942 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 28 200 PARK AVENUE · NEW YORK, NY 10016 | Investment Management | $297,433 |
SHENKMAN CAPITAL MANAGEMENT1+ years Filed as: SHENKMAN CAPITAL MANAGEMENT, INC. Service code 28 461 FIFTH AVENUE, 22ND FLOOR · NEW YORK, NY 10017 | Investment Management | $43,050 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL MUTUAL LIFE Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $29,128 |
MEADEN & MOORE, LTD.1+ years Service code 10 · EIN 34-1818258 | Accounting | $20,100 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $0 | $846,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 3.94% | 3.11%+0.8pp | -0.81%+4.8pp | 3.11%+0.8pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $38,425-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $315-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,697-100.0% | - |