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) | $4,261,890 |
THE CARLYLE GROUP3 years Filed as: CARLYLE PROPERTY INVESTORS Service code 28 · EIN 37-1789359 | Investment Management | $3,743,915 |
FRANKLIN TEMPLETON5 years Filed as: CLARION LION PROPERTIES Service code 28 · EIN 13-4087331 | Investment Management | $3,700,239 |
MONDRIAN INVESTMENT GROUP7+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 98-0117968 | Investment Management | $3,405,147 |
Filed as: ABERDEEN INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $3,325,578 |
Filed as: MORGAN STANLEY PRIME PROPERTY Service code 28 · EIN 36-4516330 | Investment Management | $3,170,317 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,064,709 |
INVESCO7+ years Filed as: INVESCO ADVISERS, INC Service code 28 · EIN 58-1707262 | Investment Management | $3,028,037 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $2,302,588 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MGMT,INC (PIMCO) Service code 28 · EIN 33-0629048 | Investment Management | $2,058,650 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 14.43% | 13.51%+0.9pp | 8.31%+6.1pp | 13.51%+0.9pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $21,002-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $224-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |