Filed August 12, 2022 (most recent of 100 filings on file)
Total covered: 3,111 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $5,896,261 |
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $3,853,364 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $2,857,325 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 98-0117968 | Investment Management | $2,077,562 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $2,029,312 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL FINANCIAL Service code 28 · EIN 23-2891243 | Investment Management | $1,957,978 |
Filed as: UBS TRUMBULL PROPERTY Service code 28 · EIN 61-1553760 | Investment Management | $1,933,254 |
CLARIVEST3+ years Filed as: CLARIVEST ASSET MANAGEMENT Service code 28 · EIN 20-4266356 | Investment Management | $1,871,313 |
DEPRINCE, RACE & ZOLLO3+ years Filed as: DEPRINCE, RACE AND ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $1,865,090 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MGMT,INC (PIMCO) Service code 28 · EIN 33-0629048 | Investment Management | $1,613,259 |
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 | $14,491,905-100.0% | $9,655,338-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 7.4%-7.4pp | 5.3%-5.3pp |
| Annual return | 27.06% | 1057.21%-1030.2pp | 11.12%+15.9pp | 1057.21%-1030.2pp |
| Employer contribution / active EE | $0 | $14,374-100.0% | $22,651-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $198-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $57,986-100.0% | $81,210-100.0% |