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 SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3944315 | Investment Management | $3,464,199 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $2,373,377 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,124,208 |
LOOMIS SAYLES3 years Service code 28 · EIN 04-3200030 | Investment Management | $968,562 |
ALIGHT SOLUTIONS LLC3 years Service code 16 · EIN 82-1061233 | Consulting | $811,333 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATE LLC Service code 28 · EIN 57-2069785 | Investment Management | $811,174 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $492,041 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $463,875 |
LEGAL & GENERAL INVESTMENT4+ years Service code 28 · EIN 90-0337987 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $444,276 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION RESOURCE GROUP Service code 14 · EIN 58-2194059 | Plan Administrator | $391,943 |
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 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 | $894,319,009-100.0% | $50,635-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 32.82% | 24.48%+8.3pp | 18.06%+14.8pp | 24.48%+8.3pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $30,411-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $40-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,675-100.0% | $2,968,729-100.0% |