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 LLC6 years Service code 16 · EIN 82-1061233 | Consulting | $5,562,339 |
NISA INVESTMENT ADVISORS, LLC8+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,506,147 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $822,376 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $724,413 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NA Service code 28 · EIN 13-4064414 | Investment Management | $508,815 |
GOLDMAN SACHS8+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $422,545 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $377,072 |
BLACKROCK8+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $343,546 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $276,666 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $189,105 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,469,698-100.0% | $218,366-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | -21.61% | 7.68%-29.3pp | -9.12%-12.5pp | 7.68%-29.3pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $36,696-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $72-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $3,602-100.0% | $19,323-100.0% |