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.
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-4019460 | Investment Management | $3,115,101 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $3,090,187 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $2,426,949 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 | Investment Management | $1,003,195 |
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $819,813 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION RESOURCE GROUP Service code 14 · EIN 58-2194059 | Plan Administrator | $664,661 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 57-2069785 | Investment Management | $646,986 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $645,606 |
Filed as: SILCHESTER INTERNATINAL INVESTORS Service code 28 · EIN 36-7045783 | Investment Management | $592,955 |
Service code 16 · EIN 90-0337987 | Consulting | $536,635 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $180,484-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 10.1%-10.1pp | 5.3%-5.3pp |
| Annual return | 2.45% | 1057.21%-1054.8pp | 10.53%-8.1pp | 1057.21%-1054.8pp |
| Employer contribution / active EE | $0 | $14,374-100.0% | $29,360-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $54-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,273-100.0% | $81,210-100.0% |