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.
| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $2,470,806 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ASSOCIATES, LLC Service code 14 · EIN 36-2235791 | Plan Administrator | $1,565,533 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $1,484,634 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS INSTITUTIONAL ADVISORS INC. Service code 28 · EIN 04-3247425 | Investment Management | $1,327,956 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENTCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,221,187 |
ARROWSTREET CAPITAL3+ years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $1,191,533 |
AQR CAPITAL MANAGEMENT LLC3+ years Service code 28 · EIN 13-3987414 | Investment Management | $1,187,241 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $1,181,184 |
ALIGHT SOLUTIONS LLC1 year Service code 14 · EIN 82-1061233 | Plan Administrator | $1,066,178 |
Filed as: DE SHAW INVESTMENT MANAGEMENT Service code 28 · EIN 20-2455619 | Investment Management | $1,049,688 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 16.29% | 13.90%+2.4pp | 10.36%+5.9pp | 1057.21%-1040.9pp |
| Employer contribution / active EE | $0 | $9,853-100.0% | $37,738-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |