Filed August 12, 2022 (most recent of 100 filings on file)
Total covered: 3,111 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $1,032,003 |
KENNEDY CAPITAL MANAGEMENT2+ years Service code 27 · EIN 43-1225960 | Advisory (Plan) | $498,847 |
MERCER2+ years Service code 11 · EIN 56-1473727 | Actuarial | $460,812 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $447,368 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $413,005 |
LCG ASSOCIATES, INC.2+ years Filed as: LCG ASSOCIATES Service code 17 · EIN 75-1680350 | Pension Consulting | $362,424 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Service code 10 · EIN 95-4861680 | Accounting | $306,817 |
Filed as: BNY - MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $292,186 |
GARCIA HAMILTON & ASSOCIATES2+ years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $268,459 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $214,309 |
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.
Plan reported a final filing / termination within the last year.
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 | $21,290-100.0% | $9,655,338-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.4%-7.4pp | 45.9%-45.9pp |
| Annual return | 17.16% | 6.03%+11.1pp | 11.12%+6.0pp | 10.21%+6.9pp |
| Employer contribution / active EE | $0 | $29,370-100.0% | $22,651-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $198-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | $13,518-100.0% |