| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME PROPERTY FUND Service code 28 · EIN 36-4516330 | Investment Management | $1,268,068 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROGERSCASEY Service code 28 · EIN 13-2646110 | Investment Management | $330,619 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 52-2288019 | Investment Management | $271,263 |
FIRST RESERVE FUND XIII, L.P.4+ years Service code 28 · EIN 32-0436131 | Investment Management | $263,285 |
COKER JAMES & CO2 years Filed as: ED COKER Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Employee (plan); Direct payment from ... | $206,520 |
GLOBAL INFRASTRUCTURE PARTNERS4+ years Filed as: GLOBAL INFRASTRUCTURE Service code 28 · EIN 98-0672668 | Investment Management | $204,458 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 | Investment Management | $197,834 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $183,397 |
Filed as: TORTOISE CAPITAL ADVISORS Service code 28 333 HOPE ST., STE 4050 · LOS ANGELES, CA 90071 | Investment Management | $180,397 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 27-0534067 | Investment Management | $167,457 |
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 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.40% | -1.92%-2.5pp | -2.18%-2.2pp | 73.13%-77.5pp |
| Employer contribution / active EE | $16,210 | $10,821+49.8% | $38,751-58.2% | $8,421+92.5% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |