Filed March 20, 2006 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 13 · EIN 82-1061233 | Contract Administrator | $5,157,589 |
NISA INVESTMENT ADVISORS, LLC10+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,464,535 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 27 · EIN 13-3200244 | Advisory (Plan) | $613,317 |
STATE STREET GLOBAL ADVISORS9 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $601,909 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NA Service code 28 · EIN 13-4064414 | Investment Management | $493,702 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $462,591 |
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $407,028 |
BLACKROCK10+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $323,100 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $235,149 |
PUGH CAPITAL3 years Filed as: PUGH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1522082 | Investment Management | $213,945 |
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 | $319,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.2%-41.2pp | 0.0%0pp |
| Annual return | 2.90% | 8.85%-5.9pp | 7.24%-4.3pp | 8.85%-5.9pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $33,207-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $48-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $196-100.0% | - |