Filed August 12, 2022 (most recent of 100 filings on file)
Total covered: 3,111 employees
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 98-0226240 | Investment Management | $4,746,818 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $3,720,655 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $3,159,617 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $2,858,550 |
FRANKLIN TEMPLETON1+ years Filed as: CLARION PARTNERS Service code 28 · EIN 13-4087331 | Investment Management | $2,130,716 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $2,068,690 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $1,904,735 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 98-0117968 | Investment Management | $1,808,658 |
ATLANTIC ASSET MANAGEMENT1+ years Filed as: ATLANTIC ASSET MANAGEMENT LLC Service code 28 · EIN 13-3845262 | Investment Management | $1,802,452 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL FINANCIAL Service code 28 · EIN 23-2891243 | Investment Management | $1,767,260 |
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 | $47,522-100.0% | $10,105-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 11.1%-11.1pp | 9.2%-9.2pp |
| Annual return | -0.12% | -0.08%0pp | 16.23%-16.3pp | -0.08%0pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $17,605-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $237-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $11-100.0% | $275-100.0% |