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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS5+ years Service code 28 · EIN 98-0202744 | Investment Management | $366,992 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $305,826 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $278,666 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $257,366 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF Service code 28 · EIN 83-2907311 | Investment Management | $227,500 |
GCM GROSVENOR2 years Filed as: GCM GROSVENOR MULTI-ASSET CLASS FUN Service code 28 · EIN 37-1876536 | Investment Management | $200,000 |
AMERICAN FUNDS5+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $192,511 |
CBRE CLARION SECURITIES LLC5+ years Filed as: CBRE CLARION SECURITIES, LLC Service code 28 · EIN 23-2802869 | Investment Management | $155,787 |
OCM MEZZ III5+ years Filed as: OAKTREE ENHANCED INCOME FUND II Service code 28 · EIN 98-1151496 | Investment Management | $125,678 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1867445 | Soft dollars commissions; Investment ... | $106,871 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 18.15% | 12.20%+6.0pp | 10.56%+7.6pp | 21.83%-3.7pp |
| Employer contribution / active EE | $21,266 | $12,801+66.1% | $30,199-29.6% | $12,237+73.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |