| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME PROPERTY FUND Service code 28 · EIN 36-4516330 | Investment Management | $945,179 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 28 · EIN 13-2646110 | Investment Management | $330,000 |
ANALYTIC INVESTORS, LLC1+ years Filed as: ANALYTIC INVESTORS Service code 28 · EIN 75-2665790 | Investment Management | $217,259 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 52-2288019 | Investment Management | $195,907 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $172,879 |
JUSTIN GIBSON DBA SILVERLEAF1+ years Filed as: JUSTIN WALLACE Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $171,088 |
HIGHBRIDGE1+ years Filed as: HIGHBRIDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 98-1055091 | Investment Management | $163,929 |
BRADFORD & MARZEC1+ years Service code 28 · EIN 26-1870753 | Investment Management | $148,063 |
BAIRD FUNDS1+ years Filed as: ROBERT KIME Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Employee (plan); Direct payment from ... | $136,737 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 27-0534067 | Investment Management | $131,127 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -0.20% | -0.09%-0.1pp | -0.81%+0.6pp | 1.67%-1.9pp |
| Employer contribution / active EE | $14,618 | $11,440+27.8% | $38,425-62.0% | $10,506+39.1% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |