Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-4019460 | Investment Management | $242,929 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: SSGA FUNDS MANAGEMENT INC Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $7,348 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
GOLDMAN SACHS8+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 | Investment Management | $0 |
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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 | $52,076-100.0% | $56,546-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 34.6%-34.6pp | 50.6%-50.6pp | 9.9%-9.9pp |
| Annual return | -23.67% | -11.57%-12.1pp | -11.22%-12.5pp | -5.25%-18.4pp |
| Employer contribution / active EE | $327,595 | $21,762+1405.3% | $32,882+896.3% | $15,161+2060.8% |
| Participant deferral / active EE | $0 | $1,047-100.0% | $579-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $669-100.0% | $1,473-100.0% | $3,859-100.0% |