Filed September 16, 1992
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $786,213 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3040307 | Investment Management | $691,124 |
LINDSELL TRAIN LIMITED6 years Filed as: LINDSELL TRAIN LTD Service code 28 · EIN 98-1104976 | Investment Management | $305,462 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 45-3056700 | Investment Management | $265,248 |
Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 28 · EIN 26-0676603 | Investment Management | $198,188 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $119,507 |
Filed as: FIDUCIARY TRUST Service code 28 · EIN 80-0733663 | Investment Management | $118,903 |
Service code 28 · EIN 20-8058531 | Investment Management | $117,949 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 17 · EIN 36-1561860 | Pension Consulting | $103,739 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $96,418 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $213,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -21.88% | -14.80%-7.1pp | -5.12%-16.8pp | -14.80%-7.1pp |
| Employer contribution / active EE | $6,277 | $8,996-30.2% | $31,020-79.8% | $8,996-30.2% |
| Participant deferral / active EE | $0 | $455-100.0% | $101-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $2,852-100.0% | - |