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 LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,442,941 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN RED CROSS SALARIES Service code 30 · EIN 53-0196605 | Direct payment from the plan; Other s... | $747,083 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $234,480 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $209,786 |
BRV MANAGEMENT CO. LLC1 year Service code 52 | Indirect Investment Fees | $200,000 |
Service code 52 · EIN 27-4012262 | Indirect Investment Fees | $71,632 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $70,048 |
BALLARD SPAHR LLP4+ years Service code 29 · EIN 23-0382195 | Legal | $44,893 |
DRI CAPITAL INC.3 years Service code 51 · EIN 98-0583869 | Investment Mgmt Fees | $40,692 |
Service code 50 · EIN 81-0635433 | Direct Payment | $7,500 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 1.33% | 1023.85%-1022.5pp | 20.73%-19.4pp | 1023.85%-1022.5pp |
| Employer contribution / active EE | $4,894 | $11,605-57.8% | $36,503-86.6% | $11,605-57.8% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |