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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE1+ years Filed as: BLACKSTONE ALT ASSET MGMT, LP Service code 28 · EIN 13-3702086 | Investment Management | $951,353 |
BLACKROCK1+ years Filed as: BLACKROCK PRIVATE EQUITY Service code 28 1 UNIVERSITY SQUARE · PRINCETON, NJ 08540 | Investment Management | $568,443 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT PARTNERS, LTD Service code 28 · EIN 98-0117968 | Investment Management | $546,591 |
MCKINLEY CAPITAL MANAGEMENT LLC1+ years Filed as: MCKINLEY CAP MANAGEMENT, LLC Service code 28 · EIN 92-0136349 | Investment Management | $533,883 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $504,502 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $489,390 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $483,550 |
RIVERBRIDGE PARTNERS1+ years Service code 28 · EIN 41-1930193 | Investment Management | $447,154 |
FIRST RESERVE OLD CLEM GP, L.P.1+ years Filed as: FIRST RESERVE ADVISORS, LLC Service code 28 · EIN 33-1223766 | Investment Management | $396,301 |
NB ALTERNATIVES ADVISERS LLC1+ years Service code 28 · EIN 30-0536163 | Investment Management | $357,919 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 2.21% | 7.64%-5.4pp | 4.74%-2.5pp | 10.64%-8.4pp |
| Employer contribution / active EE | $594 | $7,500-92.1% | $36,089-98.4% | $11,561-94.9% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |