Filed August 29, 2024 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $257,177 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 13 · EIN 13-5581829 | Contract Administrator | $22,996 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: SSGA FUNDS MANAGEMENT INC Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $14,496 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $143,222-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 57.6%-57.6pp | 2.8%-2.8pp |
| Annual return | 23.27% | 16.32%+6.9pp | 8.97%+14.3pp | 16.32%+6.9pp |
| Employer contribution / active EE | $0 | $17,007-100.0% | $37,026-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,023-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,546-100.0% | $127-100.0% |