Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $201,107 |
PNC BANK, N.A.2+ years Filed as: PNC BANK NA Service code 21 · EIN 25-1211909 | Bank Trustee | $172,018 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 13 · EIN 13-5581829 | Contract Administrator | $21,973 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: SSGA FUNDS MANAGEMENT INC Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $19,848 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,476-100.0% | $110,523-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 47.6%-47.6pp | 3.6%-3.6pp |
| Annual return | 6.21% | 3.06%+3.1pp | 1.69%+4.5pp | 11.88%-5.7pp |
| Employer contribution / active EE | $27,360 | $10,157+169.4% | $24,295+12.6% | $14,612+87.2% |
| Participant deferral / active EE | $0 | $1,282-100.0% | $1,031-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $4,059-100.0% | $1,392-100.0% | $637-100.0% |