Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
KKR PRISMA1 year Filed as: KKR ASIAN FUND III LP Service code 52 · EIN 98-1029188 | Indirect Investment Fees | $221,592 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 51-1042410 | Insurance services | $201,760 |
NB PECO1 year Filed as: NB PRIVATE EQUITY CREDIT OPP FUND L Service code 52 | Indirect Investment Fees | $134,119 |
ALIGHT SOLUTIONS LLC2 years Filed as: TEMPO HOLDING CO. LLC DBA ALIGHT SO Service code 64 · EIN 82-1061233 | Recordkeeping Fees | $109,897 |
KKR PRISMA1 year Filed as: KKR 2006 FUND Service code 52 · EIN 20-5116275 | Indirect Investment Fees | $107,043 |
GOLDMAN SACHS1 year Filed as: A&M CAPITAL PARTNERS II LP Service code 52 · EIN 45-2333989 | Indirect Investment Fees | $93,272 |
Service code 52 · EIN 20-4636435 | Indirect Investment Fees | $82,234 |
A&M CAPITAL1 year Filed as: A&M CAPITAL OPP FUND LP Service code 52 · EIN 45-2333989 | Indirect Investment Fees | $79,058 |
KKR PRISMA1 year Filed as: KKR AMERICAS FUND XII LP Service code 52 · EIN 98-1279368 | Indirect Investment Fees | $63,162 |
KKR PRISMA1 year Filed as: KKR EUROPEAN FUND IV Service code 52 · EIN 98-1209911 | Indirect Investment Fees | $60,502 |
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 21.47% | 21.83%-0.4pp | 12.90%+8.6pp | 21.83%-0.4pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $53,929-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $78-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |