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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENTRUST PARTNERS OFFSHORE LLC Service code 52 · EIN 90-0644478 | Indirect Investment Fees | $2,225,472 |
BLACKSTONE1 year Filed as: BLACKSTONE TACTICAL OPP. FD III LP Service code 52 · EIN 82-2136394 | Indirect Investment Fees | $1,215,028 |
BRIDGEWATER1 year Filed as: BRIDGEWATER OPTIMAL PORTFOLIO Service code 52 · EIN 98-0501381 | Indirect Investment Fees | $1,151,644 |
GCM GROSVENOR3 years Filed as: GCM GROSVENOR CO-INVESTMENT OPP FUN Service code 28 · EIN 32-0442382 | Investment Management | $808,116 |
ANGELO GORDON3 years Filed as: ANGELO, GORDON & CO. Service code 28 · EIN 13-3478879 | Investment Management | $760,072 |
WILSON-MCSHANE CORPORATION2 years Service code 52 · EIN 41-0956552 | Indirect Investment Fees | $742,403 |
AQR CAPITAL MANAGEMENT LLC3 years Filed as: AQR CAPITAL MANAGEMENT Service code 51 · EIN 13-3987414 | Investment Mgmt Fees | $692,924 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $658,757 |
Filed as: JPMORGAN INVESTMENT MANAGEMENT IN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $591,887 |
AMERICAN REALTY ADVISORS1 year Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $553,956 |
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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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 8.37% | 9.48%-1.1pp | 9.52%-1.1pp | 12.86%-4.5pp |
| Employer contribution / active EE | $18,435 | $12,808+43.9% | $41,951-56.1% | $13,687+34.7% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |