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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC2+ years Filed as: 1199 SEIU NATIONAL BENEFIT FUND Service code 99 · EIN 13-1628401 | Other Fees | $47,035,542 |
HAMILTON LANE ADVISORS, LLC2+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $3,200,207 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $2,949,434 |
Filed as: MESIROW ADVANCED STRATEGIES INC. Service code 51 · EIN 36-3741067 | Investment Mgmt Fees | $2,466,703 |
Service code 51 · EIN 04-3519872 | Investment Mgmt Fees | $2,429,517 |
GOLDMAN SACHS2+ years Filed as: CORBIN CAPITAL PARTNERS, LP Service code 51 · EIN 30-0299433 | Investment Mgmt Fees | $2,301,265 |
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST CAPITAL MANAGEMENT LP Service code 51 · EIN 80-0759310 | Investment Mgmt Fees | $1,986,602 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN PARTNERS INTERNATIONAL Service code 51 · EIN 39-1807188 | Investment Mgmt Fees | $1,895,913 |
THE TOWNSEND GROUP2+ years Service code 51 · EIN 34-1537656 | Investment Mgmt Fees | $1,704,267 |
DDJ CAPITAL MANAGEMENT LLC2+ years Filed as: DDJ CAPITAL MANAGEMENT, LLC Service code 51 · EIN 04-3300754 | Investment Mgmt Fees | $1,412,459 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 6.67% | 5.72%+0.9pp | 5.00%+1.7pp | 10.64%-4.0pp |
| Employer contribution / active EE | $5,629 | $7,055-20.2% | $35,918-84.3% | $11,561-51.3% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |