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 SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3944315 | Investment Management | $3,263,232 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $2,281,417 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,257,256 |
ALIGHT SOLUTIONS LLC2 years Service code 16 · EIN 82-1061233 | Consulting | $1,146,501 |
LOOMIS SAYLES2 years Service code 28 · EIN 04-3200030 | Investment Management | $920,779 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 57-2069785 | Investment Management | $889,358 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $537,980 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION RESOURCE GROUP Service code 14 · EIN 58-2194059 | Plan Administrator | $393,930 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT GROUP(US) INC. Service code 28 · EIN 36-7205063 | Investment Management | $356,574 |
Service code 28 · EIN 22-3361201 | Investment Management | $325,219 |
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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 | $7,764,297-100.0% | $476,019-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -0.59% | -1.95%+1.4pp | 4.36%-4.9pp | -1.95%+1.4pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $27,383-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $75-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $14,020-100.0% | $62,356-100.0% |