Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $1,058,227 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MGMT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $905,179 |
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 80-0175963 | Investment Management | $794,498 |
GAMCO ASSET MANAGEMENT6+ years Filed as: GAMCO ASSET MGMT INC. Service code 28 · EIN 13-4044521 | Investment Management | $644,123 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET, 10TH FOOR · SAN FRANCISCO, CA 94105 | Investment Management | $585,399 |
SOUND SHORE6+ years Filed as: SOUND SHORE MANAGEMENT INC Service code 28 · EIN 13-2509799 | Investment Management | $513,228 |
ATLANTA CAPITAL MANAGEMENT6+ years Filed as: ATLANTA CAPITAL MANAGEMENT CO LLP Service code 28 · EIN 58-2236910 | Investment Management | $457,635 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 · EIN 13-3806691 | Investment Management | $417,336 |
SUNTRUST BANKS, INC.6+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $392,871 |
Filed as: BARROW, HANLEY & MCWHINNEY Service code 28 · EIN 75-2403198 | Investment Management | $315,319 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 15.74% | 5230.06%-5214.3pp | 175.18%-159.4pp | 5230.06%-5214.3pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $38,590-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $8-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |