Filed January 28, 2002 (most recent of 4 filings on file)
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 SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT (OCI Service code 27 · EIN 13-3575636 | Advisory (Plan) | $145,264 |
WILLIS TOWERS WATSON US LLC5 years Service code 15 · EIN 53-0181291 | Recordkeeping | $141,873 |
CERBERUS9+ years Service code 28 · EIN 58-2672907 | Investment Management | $89,503 |
GOLDMAN SACHS2 years Filed as: CVC CAPITAL PARTNERS Service code 28 · EIN 98-1115863 | Investment Management | $52,963 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 04-6529678 | Custodial (other than securities); Di... | $47,552 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $41,788 |
STONE ARCH9+ years Service code 28 · EIN 26-1607449 | Investment Management | $40,382 |
DUNE RE9+ years Service code 28 · EIN 80-0881180 | Investment Management | $19,071 |
NEWTON9+ years Service code 21 · EIN 25-6078093 | Bank Trustee | $18,420 |
EIG9+ years Service code 28 · EIN 46-2825629 | Investment Management | $17,650 |
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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 | $9,556,684-100.0% | $398,892-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 2.4%-2.4pp |
| Annual return | 6.25% | 10.29%-4.0pp | 8.56%-2.3pp | 22.81%-16.6pp |
| Employer contribution / active EE | $0 | $15,716-100.0% | $37,135-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $77,551-100.0% | $85,222-100.0% |