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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER5+ years Filed as: BRIDGEWATER ASSOCIATES, LP Service code 28 ONE GLENDINNING PLACE · WESTPORT, CT 06880 | Investment Management | $1,088,221 |
CCMP CAPITAL ADVISORS, LP2 years Service code 28 · EIN 20-4749169 | Investment Management | $685,353 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $503,174 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $457,018 |
Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $427,233 |
BENESYS, INC.5+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $415,657 |
FINKEL WHITEFIELD SELIK2 years Service code 29 · EIN 38-2529039 | Legal | $393,832 |
GOLDMAN SACHS5+ years Filed as: SEIZERT CAPITAL PARTNERS, LLC Service code 28 · EIN 38-3553488 | Investment Management | $383,399 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1357951 | Accounting | $343,640 |
PERMIRA ADVISORS LLP1 year Filed as: PERMIRA CREDIT SOLUTIONS MANAGED AC Service code 28 | Investment Management | $329,909 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -4.18% | 6.00%-10.2pp | 8.01%-12.2pp | 5230.06%-5234.2pp |
| Employer contribution / active EE | $19,215 | $14,010+37.2% | $29,476-34.8% | $10,491+83.2% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |