Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $1,185,140 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MGMT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $1,045,666 |
BLACKROCK7+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 · EIN 13-3806691 | Investment Management | $916,050 |
GAMCO ASSET MANAGEMENT7+ years Filed as: GAMCO ASSET MGMT INC. Service code 28 · EIN 13-4044521 | Investment Management | $713,732 |
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 80-0175963 | Investment Management | $533,940 |
INVESCO3 years Service code 28 · EIN 46-3793325 | Investment Management | $480,275 |
SOUND SHORE7+ years Filed as: SOUND SHORE MANAGEMENT INC Service code 28 · EIN 13-2509799 | Investment Management | $471,602 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET, 10TH FOOR · SAN FRANCISCO, CA 94105 | Investment Management | $464,477 |
SUNTRUST BANKS, INC.7+ years Filed as: SUNTRUST Service code 21 · EIN 58-0466330 | Bank Trustee | $422,314 |
Filed as: BARROW, HANLEY & MCWHINNEY Service code 28 · EIN 75-2403198 | Investment Management | $369,465 |
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 | $369,410-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.0%0pp |
| Annual return | 13.83% | 19.39%-5.6pp | 8.29%+5.5pp | 19.39%-5.6pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $40,774-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $26-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,495-100.0% | - |