Filed July 1, 1992
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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,577,718 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $2,187,788 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN RED CROSS SALARIES Service code 30 · EIN 53-0196605 | Employee (plan); Direct payment from ... | $2,015,189 |
GRIDIRON CAPITAL1 year Filed as: GRIDIRON CAPITAL, LLC Service code 28 · EIN 27-0105208 | Investment Management | $929,178 |
Service code 28 · EIN 47-3383281 | Investment Management | $871,048 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: J.P. MORGAN CHASE Service code 28 · EIN 13-3200244 | Investment Management | $816,503 |
Service code 28 · EIN 45-4389771 | Investment Management | $546,999 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $322,603 |
TRUE WIND CAPITAL, LP1 year Service code 28 · EIN 30-0877341 | Investment Management | $306,816 |
THE ENERGY AND MINERALS GROUP2+ years Service code 28 · EIN 45-2024084 | Investment Management | $295,038 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 5.57% | 14.80%-9.2pp | 10.16%-4.6pp | 16.32%-10.7pp |
| Employer contribution / active EE | $28,406 | $5,344+431.5% | $33,192-14.4% | $12,766+122.5% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |