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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARES COMMERCIAL REAL ESTATE MANAGEM Service code 28 2000 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $2,403,442 |
PGIM INVESTMENTS1 year Filed as: PGIM Service code 28 655 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $1,517,890 |
BLACKSTONE1 year Filed as: BLACKSTONE INFRASTRUCTURE PARTNERS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $970,293 |
EARNEST PARTNERS, LLC10+ years Service code 28 · EIN 58-2386669 | Investment Management | $904,051 |
PERMIRA ADVISORS LLP6 years Filed as: PERMIRA CREDIT SOLUTIONS MANAGED AC Service code 28 | Investment Management | $877,091 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NORT Service code 28 · EIN 13-4064414 | Investment Management | $784,101 |
APOGEM CAPITAL, LLC1 year Service code 28 · EIN 85-1664787 | Investment Management | $686,127 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $638,308 |
NATIONAL INVESTMENT SERVICES6 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $624,452 |
GOLDMAN SACHS1 year Filed as: WESTPORT CAPITAL PARTNERS LLC Service code 28 · EIN 20-3834766 | Investment Management | $574,011 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 6.10% | 7.72%-1.6pp | 8.99%-2.9pp | 7.72%-1.6pp |
| Employer contribution / active EE | $20,056 | $10,549+90.1% | $25,171-20.3% | $10,549+90.1% |
| Participant deferral / active EE | $0 | $275-100.0% | $1-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |