Filed December 10, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 | Securities Custodian | $297,975 |
WASATCH ADVISORS4+ years Service code 28 · EIN 87-0319391 | Investment Management | $101,794 |
Filed as: HAMLIN CAPITAL MANAGEMENT LLC Service code 28 · EIN 52-2344187 | Investment Management | $58,194 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES, & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $39,990 |
WINSLOW CAPITAL MANAGEMENT4+ years Service code 28 · EIN 90-0860898 | Investment Management | $28,100 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN TEMPLETON PPG, LLC Service code 51 · EIN 13-2670997 | Investment Mgmt Fees | $26,796 |
CONGRESS ASSET MANAGEMENT4+ years Filed as: CONGRESS ASSET MGMT CO. Service code 28 · EIN 04-2848965 | Investment Management | $20,672 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $16,688 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF MANAGEMENT Service code 27 · EIN 20-0461080 | Advisory (Plan) | $15,869 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $15,077 |
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 10.45% | 5.48%+5.0pp | 9.82%+0.6pp | 9.30%+1.1pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,322-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |