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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4 years Filed as: GOLUB CAPITAL PARTNERS INT 11, LP Service code 28 · EIN 98-1335512 | Investment Management | $1,240,032 |
LSV ASSET MANAGEMENT7+ years Filed as: LSV ASSET MANAGERS Service code 28 · EIN 23-2777220 | Investment Management | $636,789 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $507,214 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $395,251 |
WELLINGTON TRUST COMPANY6 years Service code 28 · EIN 04-2755549 | Investment Management | $353,275 |
SMITH GRAHAM7+ years Service code 28 · EIN 76-0301817 | Investment Management | $351,065 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $343,930 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $307,275 |
NEWTOWER TRUST COMPANY3 years Service code 28 · EIN 30-0872552 | Investment Management | $302,657 |
GCM GROSVENOR2 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 | Investment Management | $267,228 |
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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 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 16.16% | 45.95%-29.8pp | 10.75%+5.4pp | 19.39%-3.2pp |
| Employer contribution / active EE | $3,863 | $4,551-15.1% | $35,170-89.0% | $8,446-54.3% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |