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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $121,867 |
GCM GROSVENOR6 years Filed as: GROSVENOR Service code 28 900 NORTH MICHIGAN AVE. STE 1100 · CHICAGO, IL 60611 | Investment Management | $102,727 |
ZENITH AMERICAN SOLUTIONS9+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $77,917 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 95-4871432 | Investment Management | $53,958 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $53,482 |
LSV ASSET MANAGEMENT5 years Service code 28 · EIN 23-2772200 | Investment Management | $46,206 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $30,907 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 20-1575788 | Investment Management | $23,725 |
GOLDMAN SACHS5 years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $22,706 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 15.42% | 11.08%+4.3pp | 8.10%+7.3pp | 8.76%+6.7pp |
| Employer contribution / active EE | $11,709 | $13,910-15.8% | $28,649-59.1% | $16,664-29.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |