| Provider | Service type | Compensation |
|---|---|---|
ENTRUSTPERMAL5 years Service code 28 · EIN 41-2048502 | Investment Management | $4,268,294 |
VITECH SYSTEMS GROUP4 years Service code 70 · EIN 13-3785492 | Consulting Fees | $3,751,388 |
LINEA SOLUTIONS5 years Service code 16 · EIN 95-4723968 | Consulting | $2,894,969 |
NATIONAL IAM BENEFIT TRUST4 years Service code 22 · EIN 36-6562520 | Insurance Broker | $2,614,628 |
HAMILTON LANE ADVISORS, LLC6+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $2,060,511 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $2,055,783 |
BLACKSTONE2 years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $2,038,510 |
Service code 28 · EIN 42-0127290 | Investment Management | $1,803,494 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $1,704,844 |
Filed as: NEW SOUTH CAPITAL MGMT Service code 28 · EIN 62-1237220 | Investment Management | $1,569,997 |
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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 13.81% | 13.80%0pp | -2.84%+16.6pp | 13.80%0pp |
| Employer contribution / active EE | $4,891 | $10,386-52.9% | $33,329-85.3% | $10,386-52.9% |
| Participant deferral / active EE | $0 | $448-100.0% | $51-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |