| Provider | Service type | Compensation |
|---|---|---|
ACADIAN ASSET MANAGEMENT LLC9+ years Service code 28 · EIN 04-2929221 | Investment Management | $6,078,196 |
NATIONAL IAM BENEFIT TRUST7 years Service code 23 · EIN 36-6562520 | Insurance services; Direct payment fr... | $3,440,594 |
BLACKSTONE5 years Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 28 · EIN 13-3702086 | Investment Management | $3,411,835 |
Filed as: ENTRUST GLOBAL PARTNERS OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $3,275,869 |
VITECH SYSTEMS GROUP3 years Filed as: VITECH SYSTEMS SUB LLC Service code 50 · EIN 13-3785492 | Direct Payment | $2,994,761 |
PROSKAUER ROSE LLP5 years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $2,875,651 |
HAMILTON LANE ADVISORS, LLC9+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $2,842,053 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $2,838,921 |
RICE HALL JAMES9+ years Filed as: RICE HALL JAMES & ASSOCIATES LLC Service code 28 · EIN 43-1992528 | Investment Management | $2,667,436 |
Service code 28 · EIN 42-0127290 | Investment Management | $2,410,016 |
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 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 6.93% | 13.18%-6.2pp | 7.69%-0.8pp | 13.18%-6.2pp |
| Employer contribution / active EE | $5,561 | $8,469-34.3% | $28,501-80.5% | $8,469-34.3% |
| Participant deferral / active EE | $0 | $322-100.0% | $49-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |