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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE2 years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $232,231 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $170,834 |
GOLDMAN SACHS1 year Filed as: TRILANTIC CAPITAL PARTNERS Service code 28 375 PART AVE 30TH FLOOR · NEW YORK, NY 10152 | Investment Management | $136,357 |
BROOKFIELD2 years Service code 28 250 VESEY STREET · NEW YORK, NY 102811023 | Investment Management | $132,910 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $123,343 |
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454 | Legal | $96,552 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 | Actuarial | $91,859 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $88,420 |
BLACKROCK4+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 P.O. BOX 978604 · DALLAS, TX 753978604 | Investment Management | $70,163 |
BREDHOFF & KAISER4+ years Service code 29 · EIN 52-0969534 | Legal | $54,316 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $179,713-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 0.0%0pp |
| Annual return | 7.45% | 21.83%-14.4pp | 8.22%-0.8pp | 21.83%-14.4pp |
| Employer contribution / active EE | $37,397 | $12,237+205.6% | $46,636-19.8% | $12,237+205.6% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,719-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,392-100.0% | $1,551,325-100.0% |