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| Provider | Service type | Compensation |
|---|---|---|
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 | Investment Management | $732,636 |
GOLDMAN SACHS3 years Filed as: GOLUB CAPITAL PARTNERS INT 11, LP Service code 28 · EIN 98-1335512 | Investment Management | $708,407 |
SIGULER GUFF ADVISERS, LLC2 years Service code 28 · EIN 13-3855629 | Investment Management | $593,835 |
LSV ASSET MANAGEMENT6+ years Filed as: LSV ASSET MANAGERS Service code 28 · EIN 23-2777220 | Investment Management | $497,182 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $469,179 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $321,589 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $307,497 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 | Securities Custodian | $297,899 |
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $279,629 |
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 30-0872552 | Investment Management | $275,415 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 5.85% | 117.00%-111.1pp | 90.61%-84.8pp | 5230.06%-5224.2pp |
| Employer contribution / active EE | $3,786 | $5,915-36.0% | $32,730-88.4% | $10,491-63.9% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |