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) | $4,939,960 |
Filed as: ABERDEEN INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $2,940,509 |
SOUTHERN COMPANY SERVICES4+ years Service code 14 · EIN 63-0274273 | Plan Administrator | $2,714,185 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 28 · EIN 98-0226240 | Investment Management | $2,600,327 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $2,574,786 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 98-0117968 | Investment Management | $2,347,269 |
Filed as: PRUDENTIAL PRISA Service code 28 · EIN 22-2550816 | Investment Management | $2,221,707 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION PROPERTIES Service code 28 · EIN 13-4087331 | Investment Management | $2,192,198 |
DEPRINCE, RACE & ZOLLO4+ years Filed as: DEPRINCE, RACE AND ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $2,121,414 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL FINANCIAL Service code 28 · EIN 23-2891243 | Investment Management | $1,873,204 |
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 | $7,764,297-100.0% | $221,583-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -5.21% | -1.95%-3.3pp | -6.55%+1.3pp | -1.95%-3.3pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $21,653-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $160-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,920-100.0% | $62,356-100.0% |