Filed August 12, 2022 (most recent of 100 filings on file)
Total covered: 3,111 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,558,724 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $3,524,232 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 28 · EIN 36-4516330 | Investment Management | $2,824,131 |
MONDRIAN INVESTMENT GROUP9+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 98-0117968 | Investment Management | $2,771,806 |
INVESCO9+ years Filed as: INVESCO ADVISERS, INC Service code 28 · EIN 58-1707262 | Investment Management | $2,372,947 |
Filed as: PRUDENTIAL PRISA Service code 28 · EIN 22-1211670 | Investment Management | $2,306,427 |
Filed as: ABERDEEN INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $2,288,410 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MGMT,INC (PIMCO) Service code 28 · EIN 33-0629048 | Investment Management | $1,849,938 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,818,555 |
Service code 28 · EIN 20-3634295 | Investment Management | $1,707,489 |
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 | $191,373-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 9.98% | 13.18%-3.2pp | 8.46%+1.5pp | 13.18%-3.2pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $25,175-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $181-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $730-100.0% | - |