Filed August 12, 2022 (most recent of 100 filings on file)
Total covered: 3,111 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $4,485,828 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $3,857,667 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 98-0226240 | Investment Management | $2,104,899 |
FRANKLIN TEMPLETON2+ years Filed as: CLARION PARTNERS Service code 28 · EIN 13-4087331 | Investment Management | $2,103,879 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $1,837,564 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $1,828,295 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 98-0117968 | Investment Management | $1,806,620 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL FINANCIAL Service code 28 · EIN 23-2891243 | Investment Management | $1,695,873 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MGMT,INC (PIMCO) Service code 28 · EIN 33-0629048 | Investment Management | $1,581,595 |
CLARIVEST2+ years Filed as: CLARIVEST ASSET MANAGEMENT Service code 28 · EIN 20-4266356 | Investment Management | $1,556,036 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $40,289-100.0% | $14,339-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 17.0%-17.0pp | 4.2%-4.2pp |
| Annual return | 8.99% | 10.64%-1.7pp | 1.15%+7.8pp | 10.64%-1.7pp |
| Employer contribution / active EE | $35,507 | $11,561+207.1% | $26,339+34.8% | $11,561+207.1% |
| Participant deferral / active EE | $0 | $347-100.0% | $178-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,605-100.0% | $312-100.0% |