Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,109,205 |
BLACKROCK10+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 · EIN 13-3806691 | Investment Management | $1,023,876 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MGMT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $605,546 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $513,058 |
AON CONSULTING1 year Filed as: AON INVESTMENTS Service code 16 · EIN 27-2436452 | Consulting | $450,000 |
GAMCO ASSET MANAGEMENT2 years Filed as: GAMCO INVESTORS INC. Service code 28 · EIN 13-4044521 | Investment Management | $301,700 |
WESTFIELD CAPITAL MANAGEMENT3 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $281,377 |
SOUND SHORE10+ years Filed as: SOUND SHORE MANAGEMENT INC Service code 28 · EIN 13-2509799 | Investment Management | $261,352 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $220,913 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL Service code 28 · EIN 86-3510848 | Investment Management | $202,481 |
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 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 3.46% | 9.30%-5.8pp | 8.61%-5.2pp | 9.30%-5.8pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $33,046-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $8-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |