Filed August 12, 2022 (most recent of 100 filings on file)
Total covered: 3,111 employees
| Provider | Service type | Compensation |
|---|---|---|
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS LION IND TRUST Service code 28 · EIN 13-4087331 | Investment Management | $6,631,580 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $4,377,376 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 28 · EIN 36-4516330 | Investment Management | $3,783,104 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,163,620 |
MONDRIAN INVESTMENT GROUP8+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 98-0117968 | Investment Management | $2,941,329 |
INVESCO8+ years Filed as: INVESCO ADVISERS, INC Service code 28 · EIN 58-1707262 | Investment Management | $2,759,384 |
Filed as: ABERDEEN INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $2,565,989 |
FRANKLIN TEMPLETON6 years Filed as: CLARION LION PROPERTIES Service code 28 · EIN 13-4087331 | Investment Management | $2,116,294 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,981,122 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MGMT,INC (PIMCO) Service code 28 · EIN 33-0629048 | Investment Management | $1,979,066 |
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 | $1,469,698-100.0% | - | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -14.20% | 7.68%-21.9pp | 179.55%-193.8pp | 7.68%-21.9pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $24,917-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $463-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | - | $19,323-100.0% |