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 SACHS5+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3944315 | Investment Management | $3,899,395 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,373,606 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATE LLC Service code 28 · EIN 57-2069785 | Investment Management | $1,196,081 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,186,531 |
LOOMIS SAYLES4 years Service code 28 · EIN 04-3200030 | Investment Management | $1,055,856 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $935,995 |
LEGAL & GENERAL INVESTMENT5+ years Service code 28 · EIN 90-0337987 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $667,402 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $552,715 |
Service code 28 · EIN 22-3361201 | Investment Management | $435,026 |
WELLS FARGO BANK, N.A.2 years Service code 20 · EIN 95-4428141 | Trustee (individual) | $332,982 |
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 11.65% | 13.80%-2.1pp | 793.01%-781.4pp | 13.80%-2.1pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $27,004-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $154-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |