Filed June 26, 2020 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FRANKLIN TEMPLETON4+ years Filed as: CLARION LION PROPERTIES FUND, LLC Service code 28 · EIN 13-4087331 C/O ING CLARION PARTNERS · NEW YORK, NY 10169 | Investment Management | $328,424 |
NORTHGATE IV LP4+ years Service code 28 · EIN 26-1902666 649 SAN RAMON VALLEY BLVD · DANVILLE, CA 94526 | Investment Management | $126,834 |
ALLEGIS VALUE TRUST REIT4+ years Service code 28 · EIN 84-1696189 242 TRUMBULL ST 4TH ST · HARTFORD, CT 06103 | Investment Management | $6,258 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -2.76% | 16.96%-19.7pp | -102.04%+99.3pp | 73.13%-75.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $36,232-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |