Filed April 29, 2008
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 |
|---|---|---|
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $1,078,747 |
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2647786 | Contract Administrator | $277,753 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $94,834 |
Filed as: JOHN HANCOCK MUTUAL LIFE INS. CO. Service code 22 · EIN 01-0233346 | Insurance Broker | $38,894 |
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.
Plan reported a final filing / termination within the last year.
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 23.37% | 17.95%+5.4pp | 13.45%+9.9pp | 21.83%+1.5pp |
| Employer contribution / active EE | $17,170 | $16,835+2.0% | $26,057-34.1% | $12,237+40.3% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |