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 |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 14 · EIN 82-1061233 | Plan Administrator | $2,468,823 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $2,396,654 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENTCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,358,219 |
MFS INVESTMENT MANAGEMENT6+ years Filed as: MFS INSTITUTIONAL ADVISORS INC. Service code 28 · EIN 04-3247425 | Investment Management | $1,340,787 |
AQR CAPITAL MANAGEMENT LLC6+ years Service code 28 · EIN 13-3987414 | Investment Management | $1,236,803 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $1,171,357 |
ARROWSTREET CAPITAL6+ years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $1,060,898 |
Filed as: DE SHAW INVESTMENT MANAGEMENT Service code 28 · EIN 20-2455619 | Investment Management | $1,056,340 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $994,177 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $993,308 |
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.
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 11.43% | 17.85%-6.4pp | 9.52%+1.9pp | 13.80%-2.4pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $41,951-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |