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| Provider | Service type | Compensation |
|---|---|---|
GCM GROSVENOR1+ years Filed as: GROSVENOR CAPITAL MANAGEMENT L.P. Service code 28 · EIN 36-3795985 | Investment Management | $409,425 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: THE PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-0127290 | Investment Management | $298,317 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO ASSET MANAGEMENT INC. Service code 28 · EIN 13-4044521 | Investment Management | $289,406 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $285,918 |
NEWTOWER TRUST COMPANY1+ years Service code 28 · EIN 30-0872552 | Investment Management | $264,467 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $229,499 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 04-3492668 | Investment Management | $172,549 |
Filed as: MESIROW FINANCIAL EQUITY MANAGEMENT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $156,445 |
NB DYAL ADVISORS LLC1+ years Service code 28 · EIN 27-2301101 | Investment Management | $155,790 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 17 · EIN 36-4291971 | Pension Consulting | $150,000 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 1.96% | 3.63%-1.7pp | 4.16%-2.2pp | 9.19%-7.2pp |
| Employer contribution / active EE | $32,861 | $11,363+189.2% | $29,966+9.7% | $12,608+160.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |