Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $131,850 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $27,637 |
ALIGHT SOLUTIONS LLC1 year Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $9,711 |
OWS CREDIT OPP3+ years Service code 52 · EIN 98-0677660 | Indirect Investment Fees | $9,607 |
TEP1 year Service code 52 · EIN 36-4807607 | Indirect Investment Fees | $7,254 |
KKR PRISMA1 year Filed as: KKR EURO IV Service code 52 · EIN 98-1209911 | Indirect Investment Fees | $5,473 |
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 | $1,637,423-100.0% | $1,637,423-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.3%-5.3pp | 45.9%-45.9pp |
| Annual return | 18.22% | 9.24%+9.0pp | 15.63%+2.6pp | 10.21%+8.0pp |
| Employer contribution / active EE | $0 | $101,185-100.0% | $56,677-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $13,518-100.0% |