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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE6 years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $1,389,926 |
Service code 13 · EIN 23-1613018 1811 SPRING GARDEN STREET · PHILADELPHIA, PA 19130 | Contract Administrator | $377,484 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 51 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $355,784 |
GREAT LAKES ADVISORS, LLC6 years Filed as: GREAT LAKES ADVISORS Service code 51 231 S. LASALLE ST, 4TH FL · CHICAGO, IL 60604 | Investment Mgmt Fees | $258,244 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH Service code 13 · EIN 25-1139840 | Contract Administrator | $215,690 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $172,500 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 28 · EIN 11-3786306 | Investment Management | $169,790 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 510 FIRST AVENUE NORTH · MINNEAPOLIS, MN 55403 | Investment Mgmt Fees | $136,328 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $130,273 |
JOHNSTON ASSET MANAGEMENT6 years Filed as: HARDMAN JOHNSTON Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $110,117 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 6.67% | 10.33%-3.7pp | 8.10%-1.4pp | 9.30%-2.6pp |
| Employer contribution / active EE | $10,445 | $14,972-30.2% | $28,649-63.5% | $12,551-16.8% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |