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 SACHS6+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3944315 | Investment Management | $4,005,515 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,214,678 |
LOOMIS SAYLES5 years Service code 28 · EIN 04-3200030 | Investment Management | $1,118,167 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $902,187 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $891,192 |
PGIM INVESTMENTS5 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 57-2069785 | Investment Management | $776,227 |
LEGAL & GENERAL INVESTMENT6+ years Service code 28 · EIN 90-0337987 | Investment Management | $655,565 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD Service code 16 · EIN 52-1883918 | Consulting | $555,167 |
Service code 28 · EIN 22-3361201 | Investment Management | $526,991 |
Filed as: GW&K INVESTMENT MANAGEMENT LLC Service code 28 222 BERKELEY ST · BOSTON, MA 02116 | Investment Management | $518,898 |
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 | $54,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.0%0pp |
| Annual return | 9.16% | 13.51%-4.3pp | 36.37%-27.2pp | 13.51%-4.3pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $37,223-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $524-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |