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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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% |