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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE1 year Filed as: BLACKSTONE INFRA PARTNERS V FEEDER Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $446,335 |
PGIM INVESTMENTS1 year Filed as: PGIM Service code 28 655 BROAD STREET, 8TH FLOOR · NEWARK, NJ 07102 | Investment Management | $371,709 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $206,286 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $163,439 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $140,565 |
EARNEST PARTNERS, LLC10+ years Service code 28 · EIN 58-2386669 | Investment Management | $133,383 |
PERMIRA ADVISORS LLP6 years Service code 28 | Investment Management | $109,637 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NA Service code 28 · EIN 13-4064414 | Investment Management | $104,549 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $97,983 |
THE BANK OF NEW YORK MELLON5 years Filed as: ALCENTRA EUROPEAN CREDIT OPP FD Service code 28 · EIN 98-1453417 | Investment Management | $94,580 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,008 | $95,216-87.4% | $150,734-92.0% | $95,216-87.4% |
| Participation rate | 100.0% | 86.5%+13.5pp | 78.4%+21.6pp | 86.5%+13.5pp |
| Annual return | 5.01% | 11.45%-6.4pp | 600.81%-595.8pp | 11.45%-6.4pp |
| Employer contribution / active EE | $1,753 | $4,418-60.3% | $4,918-64.4% | $4,418-60.3% |
| Participant deferral / active EE | $0 | $4,181-100.0% | $5,610-100.0% | $4,181-100.0% |
| Admin fee / account holder | $132 | $189-30.1% | $14,905-99.1% | $189-30.1% |