Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $1,294,823 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MGMT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $682,960 |
GAMCO ASSET MANAGEMENT4+ years Filed as: GAMCO ASSET MGMT INC. Service code 28 · EIN 13-4044521 | Investment Management | $657,134 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 80-0175963 | Investment Management | $544,034 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 58-1557450 | Investment Management | $529,062 |
ATLANTA CAPITAL MANAGEMENT4+ years Filed as: ATLANTA CAPITAL MANAGEMENT CO LLP Service code 28 · EIN 58-2236910 | Investment Management | $528,751 |
SUNTRUST BANKS, INC.4+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $510,331 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET, 10TH FOOR · SAN FRANCISCO, CA 94105 | Investment Management | $483,349 |
SOUND SHORE4+ years Filed as: SOUND SHORE MANAGEMENT INC Service code 28 · EIN 13-2509799 | Investment Management | $429,317 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 · EIN 13-3806691 | Investment Management | $331,687 |
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 | $336,864-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -4.08% | 73.13%-77.2pp | -3.29%-0.8pp | 73.13%-77.2pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $36,762-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $11-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $6,121-100.0% | - |