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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,830,126 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN RED CROSS SALARIES Service code 30 · EIN 53-0196605 | Employee (plan); Direct payment from ... | $1,732,339 |
THE ENERGY AND MINERALS GROUP3+ years Service code 28 · EIN 45-2024084 | Investment Management | $1,226,673 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $1,124,026 |
Service code 28 · EIN 48-1140940 | Investment Management | $1,098,886 |
Filed as: JOHN HANCOCK Service code 27 · EIN 13-3200244 | Advisory (Plan) | $985,388 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: J.P. MORGAN CHASE Service code 27 · EIN 13-3200244 | Advisory (Plan) | $453,408 |
BARRA LLC3+ years Filed as: BARRA, LLC Service code 15 · EIN 94-2993326 | Recordkeeping | $420,505 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $364,269 |
REVOLUTION GROWTH III, LP2 years Service code 28 · EIN 47-3383281 | Investment Management | $363,472 |
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 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 13.69% | 16.96%-3.3pp | -102.04%+115.7pp | 73.13%-59.4pp |
| Employer contribution / active EE | $28,143 | $5,316+429.4% | $36,232-22.3% | $8,421+234.2% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |