Recordkeeping fees per participantheadline
$54.03
10th: $11.56median $49.9890th: $89.63
Higher than 56% of the 1,697 plans $250M to 1B that report it.
Source
= $119,035 / 2,203
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013165848NAL0000844339001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013165848NAL0000844339001, received 2025-10-13
Administrative expenses excluding investment management, per participant
$87.78
10th: $18.52median $67.2190th: $147.71
Higher than 69% of the 2,324 plans $250M to 1B that report it.
Source
= $193,381 / 2,203
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013165848NAL0000844339001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013165848NAL0000844339001, received 2025-10-13
Administrative expenses per participant
$87.78
10th: $27.95median $88.2590th: $203.68
Higher than 50% of the 2,405 plans $250M to 1B that report it.
Source
= $193,381 / 2,203
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013165848NAL0000844339001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013165848NAL0000844339001, received 2025-10-13
Administrative expenses as a share of assets
0.036%
10th: 0.018%median 0.073%90th: 0.183%
Higher than 22% of the 2,407 plans $250M to 1B that report it.
Source
= $193,381 / $542,143,329
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013165848NAL0000844339001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013165848NAL0000844339001, received 2025-10-13
Employer contributions per participant
$1,716
10th: $1,169median $3,07390th: $8,346
Higher than 20% of the 2,457 plans $250M to 1B that report it.
Source
= $3,780,387 / 2,203
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013165848NAL0000844339001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013165848NAL0000844339001, received 2025-10-13
Employer share of total contributions
19.9%
10th: 17.5%median 31.1%90th: 48.7%
Higher than 15% of the 2,459 plans $250M to 1B that report it.
Source
= $3,780,387 / $19,018,441
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013165848NAL0000844339001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013165848NAL0000844339001, received 2025-10-13
Plan terms are not published in public filings.
Sponsor name as filed: ALLEN OVERY SHEARMAN STERLING US LLP; SEC registrant: SHEARMAN & STERLING LLP (CIK 947871, matched by EIN).