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 SACHS7+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3944315 | Investment Management | $3,629,240 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS (US) LTD Service code 16 · EIN 52-1883918 | Consulting | $1,307,578 |
PGIM INVESTMENTS6 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 57-2069785 | Investment Management | $1,143,939 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,141,677 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,021,048 |
LOOMIS SAYLES6 years Service code 28 · EIN 04-3200030 | Investment Management | $773,553 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $697,536 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $429,510 |
LEGAL & GENERAL INVESTMENT7+ years Service code 28 · EIN 90-0337987 | Investment Management | $414,311 |
Filed as: GW&K INVESTMENT MANAGEMENT LLC Service code 28 222 BERKELEY ST · BOSTON, MA 02116 | Investment Management | $382,925 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,469,698-100.0% | $53,690-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -22.76% | 7.68%-30.4pp | -4.80%-18.0pp | 7.68%-30.4pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $30,897-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $64-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $40,849-100.0% | $19,323-100.0% |