Filed February 26, 2009 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,151,046 |
GOLDMAN SACHS1 year Service code 28 · EIN 13-3575636 | Investment Management | $930,236 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $501,852 |
HARDING LOEVNER LP9+ years Service code 28 · EIN 27-0684167 | Investment Management | $359,878 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $286,998 |
Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $231,250 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $225,929 |
GENESIS ASSET MANAGERS LLP9+ years Service code 28 · EIN 22-3163872 | Investment Management | $199,497 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $183,553 |
SANDERS CAPITAL, LLC9+ years Service code 28 · EIN 27-0705845 | Investment Management | $145,125 |
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 | $13,363-100.0% | $331,632-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 50.0%-50.0pp | 2.2%-2.2pp |
| Annual return | 9.03% | 9.11%-0.1pp | 10.60%-1.6pp | 9.11%-0.1pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $43,831-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $166-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $25,063-100.0% | $125-100.0% |