Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $21,885,282 |
ALIGHT SOLUTIONS LLC2 years Filed as: TEMPO HOLDING CO DBA ALIGHT SOLUTIO Service code 64 · EIN 82-1061233 | Recordkeeping Fees | $1,601,233 |
KKR PRISMA1 year Filed as: KKR ASIAN FUND III LP Service code 52 · EIN 98-1029188 | Indirect Investment Fees | $1,184,582 |
NB PECO1 year Filed as: NB PRIVATE EQUITY CREDIT OPP FUND L Service code 52 | Indirect Investment Fees | $716,971 |
KKR PRISMA1 year Filed as: KKR 2006 FUND Service code 52 · EIN 20-5116275 | Indirect Investment Fees | $572,230 |
GOLDMAN SACHS1 year Filed as: A&M CAPITAL PARTNERS II LP Service code 52 · EIN 45-2333989 | Indirect Investment Fees | $498,613 |
Service code 52 · EIN 20-4636435 | Indirect Investment Fees | $439,605 |
A&M CAPITAL1 year Filed as: A&M CAPITAL OPP FUND LP Service code 52 · EIN 45-2333989 | Indirect Investment Fees | $422,628 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSO N US LLC Service code 11 · EIN 53-0181291 | Actuarial | $416,903 |
KKR PRISMA1 year Filed as: KKR AMERICAS FUND XII LP Service code 52 · EIN 98-1279368 | Indirect Investment Fees | $337,651 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $894,319,009-100.0% | - | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 29.73% | 24.48%+5.3pp | 12.90%+16.8pp | 24.48%+5.3pp |
| Employer contribution / active EE | $20,636 | $9,418+119.1% | $53,929-61.7% | $9,418+119.1% |
| Participant deferral / active EE | $0 | $501-100.0% | $78-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | - | $2,968,729-100.0% |