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) | $3,790,150 |
FRANKLIN TEMPLETON4 years Filed as: CLARION LION PROPERTIES Service code 28 · EIN 13-4087331 | Investment Management | $3,277,420 |
Filed as: ABERDEEN INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $2,943,917 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,733,974 |
MONDRIAN INVESTMENT GROUP6+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 98-0117968 | Investment Management | $2,552,006 |
INVESCO6+ years Filed as: INVESCO ADVISERS, INC Service code 28 · EIN 58-1707262 | Investment Management | $2,549,785 |
MSOUTH EQUITY PARTNERS IV2 years Service code 28 · EIN 82-4976425 | Investment Management | $1,905,214 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,896,268 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MGMT,INC (PIMCO) Service code 28 · EIN 33-0629048 | Investment Management | $1,822,706 |
Filed as: PRUDENTIAL PRISA Service code 28 · EIN 22-2550816 | Investment Management | $1,526,603 |
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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 13.88% | 13.80%+0.1pp | 8.35%+5.5pp | 13.80%+0.1pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $27,010-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $180-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |