Filed January 6, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 22 · EIN 13-3575636 | Insurance Broker | $711,409 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $482,239 |
ARMANINO LLP1 year Filed as: ARMANINO Service code 10 · EIN 94-6214841 | Accounting | $19,800 |
ARMSTRONG TEASDALE1 year Service code 29 · EIN 43-1274026 | Legal | $8,476 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 2.04% | 8.42%-6.4pp | 11.38%-9.3pp | 15.63%-13.6pp |
| Employer contribution / active EE | $2,864 | $5,390-46.9% | $18,467-84.5% | $11,476-75.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $71-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |