| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE3 years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $4,850,376 |
ENTRUSTPERMAL6 years Service code 28 · EIN 41-2048502 | Investment Management | $4,616,773 |
VITECH SYSTEMS GROUP1 year Filed as: VITECH SYSTEMS SUB LLC Service code 50 · EIN 13-3785492 | Direct Payment | $4,208,847 |
NATIONAL IAM BENEFIT TRUST5 years Service code 22 · EIN 36-6562520 | Insurance Broker | $3,436,998 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $2,463,755 |
HAMILTON LANE ADVISORS, LLC7+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $2,418,335 |
ACADIAN ASSET MANAGEMENT LLC7+ years Service code 28 · EIN 04-2929221 | Investment Management | $2,383,692 |
Service code 28 · EIN 42-0127290 | Investment Management | $1,936,691 |
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $1,902,702 |
JACKSON SQUARE PARTNERS2 years Service code 28 · EIN 80-0945254 | Investment Management | $1,859,608 |
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 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | 9.67% | 13.51%-3.8pp | 7.32%+2.3pp | 13.51%-3.8pp |
| Employer contribution / active EE | $5,366 | $8,170-34.3% | $23,426-77.1% | $8,170-34.3% |
| Participant deferral / active EE | $0 | $488-100.0% | $107-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |