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| Provider | Service type | Compensation |
|---|---|---|
GCM GROSVENOR2 years Filed as: GROSVENOR INSTITUTIONAL PARTNERS, L Service code 28 · EIN 36-4336976 | Investment Management | $1,473,630 |
SIGULER GUFF ADVISERS, LLC4 years Filed as: SIGULER GUFF & COMPANY LP Service code 28 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $339,415 |
SYSTEMATIC FINANCIAL MANAGEMENT6+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $207,060 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $172,865 |
NEW TOWER4 years Filed as: NEW TOWER ADVISORS Service code 18 · EIN 52-6218800 | Investment management fees paid direc... | $172,505 |
LOCAL UNION 124 BENEFIT OFFICE6+ years Filed as: IBEW BENEFIT CENTER Service code 13 · EIN 46-1662293 | Contract Administrator | $168,963 |
Service code 29 · EIN 43-1174269 | Legal | $101,241 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $92,932 |
Filed as: MESIROW Service code 28 · EIN 36-3429602 | Investment Management | $90,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $80,000 |
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Employer contribution per participant 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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 26.94% | 19.37%+7.6pp | 11.08%+15.9pp | 15.63%+11.3pp |
| Employer contribution / active EE | $6,769 | $13,107-48.4% | $28,418-76.2% | $11,476-41.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |