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 SACHS8+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3944315 | Investment Management | $1,606,107 |
MORNEAU SHEPELL3 years Filed as: LIFEWORKS (US) LTD Service code 16 · EIN 52-1883918 | Consulting | $1,336,847 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,269,482 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,062,546 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $958,977 |
LOOMIS SAYLES7 years Service code 28 · EIN 04-3200030 | Investment Management | $847,823 |
LEGAL & GENERAL INVESTMENT8+ years Service code 28 · EIN 90-0337987 | Investment Management | $346,117 |
MONDRIAN INVESTMENT GROUP7 years Filed as: MONDRIAN INVESTMENT GROUP(US) INC. Service code 28 · EIN 36-7205063 | Investment Management | $303,363 |
PGIM INVESTMENTS7 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 57-2069785 | Investment Management | $294,190 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $272,276 |
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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 | $0 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 4.21% | 13.18%-9.0pp | 15.31%-11.1pp | 13.18%-9.0pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $28,686-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $126-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |