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, LP Service code 28 · EIN 13-4019460 | Investment Management | $125,000 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: SSGA FUNDS MANAGEMENT INC Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $3,351 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
GOLDMAN SACHS9+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,787-100.0% | $186,774-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 55.8%-55.8pp | 12.4%-12.4pp |
| Annual return | 4.11% | 7.12%-3.0pp | 7.78%-3.7pp | 9.89%-5.8pp |
| Employer contribution / active EE | $20,833 | $10,929+90.6% | $32,517-35.9% | $14,313+45.6% |
| Participant deferral / active EE | $0 | $836-100.0% | $504-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $4,433-100.0% | $3,044-100.0% | $9,084-100.0% |