Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $215,220 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 13 · EIN 13-5581829 | Contract Administrator | $21,784 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: SSGA FUNDS MANAGEMENT INC Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $16,095 |
BLACKROCK1 year Filed as: BLACKROCK FUND ADVISORS Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
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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.
Annual investment return 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 | $37,197-100.0% | $110,792-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 58.3%-58.3pp | 4.7%-4.7pp |
| Annual return | -6.88% | -0.69%-6.2pp | -0.33%-6.6pp | -0.69%-6.2pp |
| Employer contribution / active EE | $115,315 | $16,786+587.0% | $25,782+347.3% | $16,786+587.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $928-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,824-100.0% | $124-100.0% |