Filed February 23, 1
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 SACHS9+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3944315 | Investment Management | $4,844,490 |
MORNEAU SHEPELL4 years Filed as: LIFEWORKS (US) LTD Service code 16 · EIN 52-1883918 | Consulting | $1,458,128 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,292,776 |
LOOMIS SAYLES8 years Service code 28 · EIN 04-3200030 | Investment Management | $1,120,166 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $982,607 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $713,172 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $529,137 |
LEGAL & GENERAL INVESTMENT9+ years Service code 28 · EIN 90-0337987 | Investment Management | $294,318 |
Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $98,592 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $86,024 |
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 16.60% | 8.85%+7.8pp | 6.70%+9.9pp | 8.85%+7.8pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $25,217-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $47-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |