Filed September 24, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 · EIN 13-3575636 | Advisory (Plan) | $3,518,122 |
ALIGHT SOLUTIONS LLC8 years Service code 14 · EIN 82-1061233 | Plan Administrator | $2,406,579 |
AETNA LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $2,121,024 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENTCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,009,478 |
BLACKROCK10+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $750,734 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $545,639 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $495,985 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $487,932 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $396,780 |
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $315,578 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 3.09% | 8.48%-5.4pp | 9.14%-6.1pp | 8.48%-5.4pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $40,523-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |