Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $49,962 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $25,361 |
WLR REC IV1+ years Service code 52 · EIN 26-0284503 | Indirect Investment Fees | $12,688 |
HEWITT ASSOCIATES LLC1+ years Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $10,140 |
OWS CREDIT OPP1+ years Service code 52 · EIN 98-0677660 | Indirect Investment Fees | $9,680 |
Filed as: GMO FORESTRY 9 Service code 52 · EIN 27-2415681 | Indirect Investment Fees | $5,040 |
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 | $50,876-100.0% | $177,167-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 11.8%-11.8pp | 15.7%-15.7pp |
| Annual return | -1.60% | -7.14%+5.5pp | -2.52%+0.9pp | -7.14%+5.5pp |
| Employer contribution / active EE | $0 | $14,613-100.0% | $82,375-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $201-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $1,917-100.0% | $1,191-100.0% |