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| Provider | Service type | Compensation |
|---|---|---|
GCM GROSVENOR3 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 | Investment Management | $282,785 |
Service code 16 · EIN 58-2432390 | Consulting | $210,000 |
Filed as: BOYD WATTERSON ASSET MANAGMENT LLC Service code 28 · EIN 34-1922005 1301 E 9TH ST 2900 · CLEVELAND, OH 44114 | Investment Management | $206,460 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $182,377 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $173,415 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 213 S LA SALLE ST 4 · CHICAGO, IL 60604 | Investment Management | $154,090 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $143,965 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $101,981 |
ABATO, RUBENSTEIN & ABATO3 years Service code 29 · EIN 52-0904713 | Legal | $73,188 |
Filed as: HARDMAN JOHNSON GLOBAL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $58,576 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 6.31% | 7.95%-1.6pp | 20.18%-13.9pp | 9.11%-2.8pp |
| Employer contribution / active EE | $13,624 | $14,684-7.2% | $29,108-53.2% | $12,231+11.4% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |