Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MGMT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $1,125,254 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $1,106,529 |
GAMCO ASSET MANAGEMENT8+ years Filed as: GAMCO ASSET MGMT INC. Service code 28 · EIN 13-4044521 | Investment Management | $681,349 |
BLACKROCK8+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 · EIN 13-3806691 | Investment Management | $598,906 |
Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $587,767 |
SOUND SHORE8+ years Filed as: SOUND SHORE MANAGEMENT INC Service code 28 · EIN 13-2509799 | Investment Management | $559,901 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL Service code 28 · EIN 86-3510848 | Investment Management | $504,190 |
INVESCO4 years Service code 28 · EIN 46-3793325 | Investment Management | $475,800 |
Filed as: BARROW, HANLEY & MCWHINNEY Service code 28 · EIN 75-2403198 | Investment Management | $357,331 |
ATLANTA CAPITAL MANAGEMENT8+ years Filed as: ATLANTA CAPITAL MANAGEMENT CO LLP Service code 28 · EIN 58-2236910 | Investment Management | $330,673 |
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 | $2,456,633-100.0% | $565,817-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 29.9%-29.9pp | 1.5%-1.5pp |
| Annual return | -17.39% | 23.41%-40.8pp | -8.80%-8.6pp | 23.41%-40.8pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $43,463-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $12-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $866-100.0% | $14,884-100.0% |