Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,336,936 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO ASSET MGMT INC. Service code 28 · EIN 13-4044521 | Investment Management | $612,568 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 50 · EIN 58-1557450 | Direct Payment | $490,037 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $489,140 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $479,235 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 80-0175963 | Investment Management | $446,107 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MGMT COMPANY Service code 50 · EIN 04-2755549 | Direct Payment | $399,160 |
SOUND SHORE1+ years Filed as: SOUND SHORE MANAGEMENT INC Service code 28 · EIN 13-2509799 | Investment Management | $391,830 |
RIDGEWORTH1+ years Filed as: MONTAG AND CALDWELL INC Service code 28 · EIN 58-1022504 | Investment Management | $362,712 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS MANAGEMENT CO LLC Service code 28 · EIN 39-1807188 | Investment Management | $345,754 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $47,522-100.0% | $313,292-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 35.7%-35.7pp | 9.2%-9.2pp |
| Annual return | -2.60% | -0.08%-2.5pp | -2.79%+0.2pp | -0.08%-2.5pp |
| Employer contribution / active EE | $3,514 | $7,991-56.0% | $39,327-91.1% | $7,991-56.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $351-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,115-100.0% | $275-100.0% |