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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE4 years Filed as: BLACKSTONE TACTICAL OPP. FD III LP Service code 28 · EIN 82-2136394 | Investment Management | $875,314 |
WILSON-MCSHANE CORPORATION5 years Service code 13 · EIN 41-0956552 | Contract Administrator | $824,545 |
BLACKSTONE1 year Filed as: BLACKSTONE TACTICAL OPP. FD IV LP Service code 28 · EIN 87-0979140 | Investment Management | $706,733 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCOS ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $535,763 |
AMERICAN REALTY ADVISORS4 years Service code 28 · EIN 33-0123114 | Investment Management | $495,964 |
NEWTOWER TRUST COMPANY9+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 52-6218800 | Investment Management | $465,328 |
Service code 28 · EIN 36-4804094 | Investment Management | $433,500 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 | Investment Management | $422,735 |
Service code 28 · EIN 26-0340395 | Investment Management | $384,598 |
ARIEL INVESTMENTS, LLC9+ years Filed as: ARIEL CAPITAL MANAGEMENT Service code 28 · EIN 02-0712418 | Investment Management | $354,334 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 7.89% | 8.84%-1.0pp | 12.68%-4.8pp | 9.11%-1.2pp |
| Employer contribution / active EE | $22,631 | $8,705+160.0% | $41,626-45.6% | $12,231+85.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |