Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,338,588 |
GAMCO ASSET MANAGEMENT3+ years Filed as: GAMCO ASSET MGMT INC. Service code 28 · EIN 13-4044521 | Investment Management | $637,535 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 50 · EIN 58-1557450 | Direct Payment | $552,823 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET, 10TH FOOR · SAN FRANCISCO, CA 94105 | Investment Management | $531,428 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 80-0175963 | Investment Management | $515,123 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $498,249 |
ATLANTA CAPITAL MANAGEMENT3+ years Filed as: ATLANTA CAPITAL MANAGEMENT CO LLP Service code 28 · EIN 58-2236910 | Investment Management | $487,427 |
SOUND SHORE3+ years Filed as: SOUND SHORE MANAGEMENT INC Service code 28 · EIN 13-2509799 | Investment Management | $441,285 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 · EIN 13-3806691 | Investment Management | $354,355 |
OFI GLOBAL TRUST COMPANY3+ years Filed as: OFITC EMERGING MKTS Service code 28 225 LIBERTY STREET · NEW YORK, NY 102811008 | Investment Management | $347,082 |
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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 14.56% | 16.32%-1.8pp | 12.88%+1.7pp | 16.32%-1.8pp |
| Employer contribution / active EE | $4,098 | $12,766-67.9% | $40,010-89.8% | $12,766-67.9% |
| Participant deferral / active EE | $0 | $800-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |