Filed August 12, 2022 (most recent of 100 filings on file)
Total covered: 3,111 employees
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,966,401 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,873,570 |
MONDRIAN INVESTMENT GROUP10+ years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 98-0117968 | Investment Management | $2,660,662 |
Filed as: ABERDEEN INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $2,428,669 |
INVESCO10+ years Filed as: INVESCO ADVISERS, INC Service code 28 · EIN 58-1707262 | Investment Management | $2,334,816 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MGMT,INC (PIMCO) Service code 28 · EIN 33-0629048 | Investment Management | $2,084,567 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 28 · EIN 36-4516330 | Investment Management | $2,012,641 |
SOUTHERN COMPANY SERVICES10+ years Service code 14 · EIN 63-0274273 | Plan Administrator | $1,775,218 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,734,510 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL PRISA Service code 28 · EIN 22-1211670 | Investment Management | $1,624,390 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 2.55% | 8.85%-6.3pp | 4.95%-2.4pp | 8.85%-6.3pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $20,917-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $188-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |