| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME PROPERTY FUND Service code 28 · EIN 36-4516330 | Investment Management | $1,067,186 |
FIRST RESERVE FUND XIII, L.P.3+ years Service code 28 · EIN 32-0436131 | Investment Management | $328,434 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERSCASEY Service code 28 · EIN 13-2646110 | Investment Management | $302,500 |
HIGHBRIDGE3+ years Filed as: HIGHBRIDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 98-1055091 | Investment Management | $271,792 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 27-0534067 | Investment Management | $244,732 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-1867445 | Investment Management | $235,283 |
ANALYTIC INVESTORS, LLC3+ years Filed as: ANALYTIC INVESTORS Service code 28 · EIN 75-2665790 | Investment Management | $218,412 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 52-2288019 | Investment Management | $163,406 |
JUSTIN GIBSON DBA SILVERLEAF3+ years Filed as: JUSTIN WALLACE Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $160,480 |
BAIRD FUNDS3+ years Filed as: ROBERT KIME Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $140,696 |
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 16.69% | 20.78%-4.1pp | 10.36%+6.3pp | 16.32%+0.4pp |
| Employer contribution / active EE | $21,279 | $15,647+36.0% | $37,738-43.6% | $12,766+66.7% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |