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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE5 years Filed as: BLACKSTONE TACTICAL OPP. FD III LP Service code 28 · EIN 82-2136394 | Investment Management | $2,216,385 |
BLACKSTONE2 years Filed as: BLACKSTONE TACTICAL OPP. FD IV LP Service code 28 · EIN 87-0979140 | Investment Management | $1,031,582 |
WILSON-MCSHANE CORPORATION6 years Service code 13 · EIN 41-0956552 | Contract Administrator | $925,070 |
AMERICAN REALTY ADVISORS5 years Service code 28 · EIN 33-0123114 | Investment Management | $624,717 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $448,171 |
LORD ABBETT3 years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $436,992 |
NEWTOWER TRUST COMPANY10+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 52-6218800 | Investment Management | $419,239 |
ARIEL INVESTMENTS, LLC10+ years Filed as: ARIEL CAPITAL MANAGEMENT Service code 28 · EIN 02-0712418 | Investment Management | $391,392 |
Filed as: INTERNCONTINENTAL REAL ESTATE CORP Service code 28 · EIN 04-2895544 | Investment Management | $351,754 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCOS ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $344,961 |
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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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.74% | 8.48%+1.3pp | 9.17%+0.6pp | 8.48%+1.3pp |
| Employer contribution / active EE | $22,941 | $9,949+130.6% | $40,523-43.4% | $9,949+130.6% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |