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 LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,363,331 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN RED CROSS SALARIES Service code 30 · EIN 53-0196605 | Employee (plan); Direct payment from ... | $1,030,039 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $332,148 |
BRV MANAGEMENT CO. LLC3 years Service code 52 | Indirect Investment Fees | $300,000 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $190,402 |
HCI EQUITY MANAGEMENT, LP3 years Service code 52 · EIN 27-4012262 | Indirect Investment Fees | $118,990 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $74,836 |
BALLARD SPAHR LLP6+ years Service code 29 · EIN 23-0382195 | Legal | $25,948 |
HUDSON PILOT LLC1 year Filed as: HUDSON PILOT Service code 27 · EIN 26-4590269 | Advisory (Plan) | $12,250 |
DRI CAPITAL INC.5 years Service code 52 · EIN 98-0583869 | Indirect Investment Fees | $7,769 |
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 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | -4.98% | 45.95%-50.9pp | 10.75%-15.7pp | 19.39%-24.4pp |
| Employer contribution / active EE | $2,671 | $4,551-41.3% | $35,170-92.4% | $8,446-68.4% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |