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 LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,431,907 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN RED CROSS SALARIES Service code 30 · EIN 53-0196605 | Direct payment from the plan; Employe... | $735,882 |
BRV MANAGEMENT CO. LLC2 years Service code 52 | Indirect Investment Fees | $200,000 |
HCI EQUITY MANAGEMENT, LP2 years Service code 52 · EIN 27-4012262 | Indirect Investment Fees | $143,760 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $139,327 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $124,180 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $100,364 |
BALLARD SPAHR LLP5+ years Service code 29 · EIN 23-0382195 | Legal | $43,263 |
DRI CAPITAL INC.4 years Service code 52 · EIN 98-0583869 | Indirect Investment Fees | $12,170 |
ZARAGOZA & ALVARADO LLP1 year Service code 29 · EIN 66-0611885 | Legal | $11,442 |
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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 26.62% | 117.00%-90.4pp | 90.61%-64.0pp | 5230.06%-5203.4pp |
| Employer contribution / active EE | $19,807 | $5,915+234.9% | $32,730-39.5% | $10,491+88.8% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |