| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME PROPERTY FUND Service code 28 · EIN 36-4516330 | Investment Management | $1,525,645 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ROGERSCASEY Service code 28 · EIN 13-2646110 | Investment Management | $329,381 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 04-1867445 | Investment Management | $322,890 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 52-2288019 | Investment Management | $284,012 |
GLOBAL INFRASTRUCTURE PARTNERS5+ years Filed as: GLOBAL INFRASTRUCTURE Service code 28 · EIN 98-0672668 | Investment Management | $230,952 |
Filed as: TORTOISE CAPITAL ADVISORS Service code 28 333 HOPE ST., STE 4050 · LOS ANGELES, CA 90071 | Investment Management | $209,351 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $194,971 |
RENEE SAGER5+ years Filed as: RENEE VAUSE Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $144,796 |
CHAD M. BOREMAN1 year Filed as: CHAD WILLIAMS Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Employee (plan); Direct payment from ... | $136,545 |
Service code 28 333 SOUTH GRAND AVE, 28TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $131,068 |
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 | $568,132-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 20.81% | 16.24%+4.6pp | 14.64%+6.2pp | 1023.85%-1003.0pp |
| Employer contribution / active EE | $10,950 | $16,860-35.1% | $41,831-73.8% | $11,605-5.6% |
| Participant deferral / active EE | $0 | $23-100.0% | $200-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | - |