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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE3 years Filed as: BLACKSTONE TACTICAL OPP. FD III LP Service code 51 · EIN 82-2136394 | Investment Mgmt Fees | $1,250,182 |
AMERICAN REALTY ADVISORS3 years Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $1,219,305 |
WARBURG PINCUS LLC3 years Service code 52 · EIN 13-3536050 | Indirect Investment Fees | $847,168 |
WILSON-MCSHANE CORPORATION4 years Service code 13 · EIN 41-0956552 | Contract Administrator | $743,737 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCOS ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $652,493 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $543,912 |
NEWTOWER TRUST COMPANY8+ years Filed as: NEW TOWER TRUST COMPANY Service code 52 · EIN 52-6218800 | Indirect Investment Fees | $519,109 |
ANGELO GORDON5 years Filed as: ANGELO, GORDON & CO. Service code 28 · EIN 13-3478879 | Investment Management | $479,228 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0618452 | Investment Management | $456,872 |
Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 28 · EIN 52-6328901 | Investment Management | $428,410 |
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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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -9.91% | -6.02%-3.9pp | -3.21%-6.7pp | 23.41%-33.3pp |
| Employer contribution / active EE | $21,212 | $11,241+88.7% | $46,051-53.9% | $12,650+67.7% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |