Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP4+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $161,912 |
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPO HOLDING CO. LLC DBA ALIGHT SO Service code 64 · EIN 82-1061233 | Recordkeeping Fees | $122,539 |
OCM MEZZ III2 years Filed as: OCM SPECIAL SITS Service code 52 · EIN 98-1084550 | Indirect Investment Fees | $47,932 |
AG REALTY NET LEASE II4+ years Service code 52 · EIN 27-0269334 | Indirect Investment Fees | $44,120 |
PIMCO FUNDS3 years Filed as: PIMCO CORP OPP II Service code 52 · EIN 38-3976443 | Indirect Investment Fees | $36,118 |
THOMAS BEAL1 year Filed as: THOMAS H. LEE VI Service code 52 C/O THOMAS H. LEE PARTNERS, LP · BOSTON, MA 02110 | Indirect Investment Fees | $33,258 |
Filed as: TRILANTIC MB VI Service code 52 | Indirect Investment Fees | $32,949 |
Service code 11 · EIN 53-0181291 | Actuarial | $31,667 |
OWS MT II1 year Filed as: OWS MORTGAGE OPP II Service code 52 · EIN 92-1159450 | Indirect Investment Fees | $28,790 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $25,967 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $311,837-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -5.56% | -4.35%-1.2pp | 4677.09%-4682.6pp | 0.19%-5.8pp |
| Employer contribution / active EE | $0 | $11,736-100.0% | $49,501-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $0 | $312-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | - | $426-100.0% |