| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE6 years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $5,702,960 |
VITECH SYSTEMS GROUP4 years Filed as: VITECH SYSTEMS SUB LLC Service code 50 · EIN 13-3785492 | Direct Payment | $5,247,314 |
ACADIAN ASSET MANAGEMENT LLC10+ years Service code 28 · EIN 04-2929221 | Investment Management | $4,425,556 |
NATIONAL IAM BENEFIT TRUST8 years Service code 23 · EIN 36-6562520 | Direct payment from the plan; Other s... | $3,668,377 |
PROSKAUER ROSE LLP6 years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $3,103,566 |
Filed as: HEITMAN CAPITAL MANAGEMENT Service code 28 · EIN 36-4263867 | Investment Management | $2,588,436 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $2,488,843 |
HAMILTON LANE ADVISORS, LLC10+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $2,334,955 |
Service code 28 · EIN 42-0127290 | Investment Management | $2,110,743 |
HARVEST FUND ADVISORS LLC5 years Service code 28 · EIN 13-4314689 | Investment Management | $1,964,222 |
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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 7.79% | 8.85%-1.1pp | 5.04%+2.7pp | 8.85%-1.1pp |
| Employer contribution / active EE | $6,224 | $8,529-27.0% | $26,454-76.5% | $8,529-27.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $78-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |