Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ANCHOR CAPITAL ADVISORS LLC1+ years Filed as: ANCHOR CAPITAL ADVISORS, LLC Service code 28 · EIN 20-4669888 | Investment Management | $178,643 |
PNC BANK, N.A.1+ years Filed as: PNC BANK NA Service code 21 · EIN 25-1211909 | Bank Trustee | $170,691 |
COHEN & STEERS1+ years Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $160,817 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $146,663 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT LP Service code 28 · EIN 72-1467823 | Investment Management | $141,409 |
SEGALL BRYANT & HAMILL1+ years Service code 28 · EIN 41-1788385 | Investment Management | $109,238 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-3408600 | Bank Trustee | $108,031 |
Filed as: WELLESLEY INVESTMENT MANAGEMENT INC Service code 28 · EIN 04-1354394 | Investment Management | $102,535 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & CO Service code 28 · EIN 36-2214610 | Investment Management | $42,035 |
Filed as: WHV INVESTMENT MANAGEMENT Service code 28 · EIN 91-1639191 | Investment Management | $26,009 |
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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 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -99.14% | -2.14%-97.0pp | -2.01%-97.1pp | -2.16%-97.0pp |
| Employer contribution / active EE | $0 | $37,296-100.0% | $34,453-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |