Filed August 4, 2025 (most recent of 17 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $1,755,797 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,359,082 |
THOMPSON, SIEGEL & WALMSLEY1+ years Service code 28 · EIN 54-0854396 | Investment Management | $1,324,058 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 | Investment Management | $1,153,241 |
BOSTON PARTNERS1+ years Service code 28 · EIN 98-0202744 | Investment Management | $1,032,540 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $921,958 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $704,018 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $678,130 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $651,556 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $505,086 |
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 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 | $57,821-100.0% | $322,681-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 27.6%-27.6pp | 5.5%-5.5pp |
| Annual return | 4.02% | 5.86%-1.8pp | 4.07%-0.1pp | 5.86%-1.8pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $36,235-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $215-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $7,128-100.0% | $387-100.0% |