Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP5+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $192,880 |
KKR PRISMA1 year Filed as: KKR ASIAN FUND III LP Service code 52 · EIN 98-1029188 | Indirect Investment Fees | $146,376 |
ALIGHT SOLUTIONS LLC2 years Filed as: TEMPO HOLDING CO. LLC DBA ALIGHT SO Service code 64 · EIN 82-1061233 | Recordkeeping Fees | $101,908 |
NB PECO1 year Filed as: NB PRIVATE EQUITY CREDIT OPP FUND Service code 52 | Indirect Investment Fees | $88,594 |
KKR PRISMA1 year Filed as: KKR 2006 FUND Service code 52 · EIN 20-5116275 | Indirect Investment Fees | $70,709 |
GOLDMAN SACHS1 year Filed as: A&M CAPITAL PARTNERS II, LP Service code 52 | Indirect Investment Fees | $61,612 |
THOMAS BEAL1 year Filed as: THOMAS H LEE EQUITY FUND FUND VI Service code 52 | Indirect Investment Fees | $54,321 |
AMERICAN FUNDS1 year Filed as: A&M CAPITAL OPPORTUNITIES FUND LP Service code 52 | Indirect Investment Fees | $52,223 |
KKR PRISMA1 year Filed as: KKR AMERICAS FUND XII LP Service code 52 · EIN 98-1279368 | Indirect Investment Fees | $41,723 |
KKR PRISMA1 year Filed as: KKR EUROPEAN FUND IV Service code 52 · EIN 98-1209911 | Indirect Investment Fees | $39,965 |
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 21.73% | 16.06%+5.7pp | 12.90%+8.8pp | 53.27%-31.5pp |
| Employer contribution / active EE | $0 | $22,650-100.0% | $53,929-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |