| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME PROPERTY FUND Service code 28 · EIN 36-4516330 | Investment Management | $1,037,051 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 28 · EIN 13-2646110 | Investment Management | $330,000 |
ANALYTIC INVESTORS, LLC2+ years Filed as: ANALYTIC INVESTORS Service code 28 · EIN 75-2665790 | Investment Management | $214,904 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 52-2288019 | Investment Management | $211,611 |
HIGHBRIDGE2+ years Filed as: HIGHBRIDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 98-1055091 | Investment Management | $194,677 |
Filed as: TORTOISE CAPITAL ADVISORS Service code 28 333 HOPE ST., STE 4050 · LOS ANGELES, CA 90071 | Investment Management | $193,525 |
FIRST RESERVE FUND XIII, L.P.2+ years Service code 28 · EIN 32-0436131 | Investment Management | $190,601 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $190,509 |
JUSTIN GIBSON DBA SILVERLEAF2+ years Filed as: JUSTIN WALLACE Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $181,503 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $153,011 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 8.83% | 6.13%+2.7pp | 4.74%+4.1pp | 9.19%-0.4pp |
| Employer contribution / active EE | $13,081 | $10,206+28.2% | $36,089-63.8% | $12,608+3.7% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |