Filed May 20, 2002
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 |
|---|---|---|
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 16 · EIN 59-3263582 | Consulting | $604,596 |
Filed as: FIDELITY Service code 65 · EIN 04-6568107 | Account Maintenance | $399,664 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $170,832 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $19,934 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 3.09% | 10.14%-7.1pp | 8.31%-5.2pp | 15.63%-12.5pp |
| Employer contribution / active EE | $0 | $16,339-100.0% | $21,002-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $35 | $401-91.2% | $224-84.2% | $1,127-96.9% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |