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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $1,766,206 |
BLACKSTONE2 years Filed as: BLACKSTONE TACTICAL OPP. FD III LP Service code 51 · EIN 82-2136394 | Investment Mgmt Fees | $1,250,182 |
GCM GROSVENOR4 years Filed as: GCM GROSVENOR CO-INVESTMENT OPP FUN Service code 28 · EIN 32-0442382 | Investment Management | $1,092,837 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,018,340 |
ANGELO GORDON4 years Filed as: ANGELO, GORDON & CO. Service code 52 · EIN 13-3478879 | Indirect Investment Fees | $816,666 |
WILSON-MCSHANE CORPORATION3 years Service code 52 · EIN 41-0956552 | Indirect Investment Fees | $780,350 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCOS ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $645,745 |
GOLDMAN SACHS2 years Filed as: TENNBAUM CAPITAL PARTNERS Service code 52 2951 28TH STREET, STE 1000 · SANTA MONICA, CA 90405 | Indirect Investment Fees | $626,001 |
BRIDGEWATER2 years Filed as: BRIDGEWATER OPTIMAL PORTFOLIO Service code 52 · EIN 98-0501381 | Indirect Investment Fees | $527,485 |
WARBURG PINCUS LLC2 years Service code 52 · EIN 13-3536050 | Indirect Investment Fees | $526,447 |
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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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 15.13% | 12.07%+3.1pp | 8.95%+6.2pp | 15.63%-0.5pp |
| Employer contribution / active EE | $20,167 | $9,481+112.7% | $46,559-56.7% | $11,476+75.7% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |