Filed August 4, 2025 (most recent of 17 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
INVESCO2 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $2,015,189 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY CAVANAUGH Service code 28 · EIN 52-2112409 | Investment Management | $1,293,083 |
Service code 50 · EIN 53-0181291 | Direct Payment | $1,228,447 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $1,158,138 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $1,063,535 |
BOSTON PARTNERS3+ years Service code 28 · EIN 98-0202744 | Investment Management | $1,058,824 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $962,669 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $899,576 |
THOMPSON, SIEGEL & WALMSLEY3+ years Service code 28 · EIN 54-0854396 | Investment Management | $608,050 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $559,918 |
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 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 | $336,864-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 2.34% | 73.13%-70.8pp | -3.29%+5.6pp | 73.13%-70.8pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $36,762-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $11-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $6,121-100.0% | - |