Filed August 4, 2025 (most recent of 17 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
INVESCO1 year Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $1,738,393 |
THOMPSON, SIEGEL & WALMSLEY2+ years Service code 28 · EIN 54-0854396 | Investment Management | $1,297,659 |
BOSTON PARTNERS2+ years Service code 28 · EIN 98-0202744 | Investment Management | $1,136,407 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $893,781 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $829,106 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $795,406 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $780,525 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $743,981 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $716,699 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1404803 | Investment Management | $648,446 |
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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 17.62% | 16.32%+1.3pp | 12.88%+4.7pp | 16.32%+1.3pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $40,010-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |