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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE3 years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $1,316,197 |
WILLIAM BLAIR5 years Service code 28 · EIN 47-2614791 | Investment Management | $899,291 |
MARATHON ASSET MANAGEMENT7+ years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 28 · EIN 98-1669899 | Investment Management | $783,066 |
WILSON-MCSHANE CORPORATION7+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $762,993 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 46-1414563 | Investment Management | $761,695 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST COMPANY, N/A Service code 28 · EIN 04-2755549 | Investment Management | $632,682 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $586,367 |
DEARBORN PARTNERS5 years Service code 28 200 WEST MADISON STREET SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $528,272 |
DEPRINCE, RACE & ZOLLO2 years Filed as: DEPRINCE, RACE, & ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $434,058 |
NB ALTERNATIVES ADVISERS LLC2 years Filed as: NB ALTERNATIVES ADVISERS, LLC Service code 28 · EIN 30-0536163 | Investment Management | $390,258 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 11.56% | 19.39%-7.8pp | 11.08%+0.5pp | 19.39%-7.8pp |
| Employer contribution / active EE | $18,067 | $8,446+113.9% | $28,418-36.4% | $8,446+113.9% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |