Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $1,388,077 |
ATLANTA CAPITAL MANAGEMENT5+ years Filed as: ATLANTA CAPITAL MANAGEMENT CO LLP Service code 28 · EIN 58-2236910 | Investment Management | $552,557 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET, 10TH FOOR · SAN FRANCISCO, CA 94105 | Investment Management | $494,851 |
SOUND SHORE5+ years Filed as: SOUND SHORE MANAGEMENT INC Service code 28 · EIN 13-2509799 | Investment Management | $478,972 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $477,566 |
GAMCO ASSET MANAGEMENT5+ years Filed as: GAMCO ASSET MGMT INC. Service code 28 · EIN 13-4044521 | Investment Management | $466,073 |
SUNTRUST BANKS, INC.5+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $443,594 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 80-0175963 | Investment Management | $413,654 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 58-1557450 | Investment Management | $377,291 |
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 · EIN 13-3806691 | Investment Management | $368,712 |
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 | $286,273-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 17.58% | 1023.85%-1006.3pp | 10.78%+6.8pp | 1023.85%-1006.3pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $41,857-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $59-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $83,605-100.0% | - |