| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME PROPERTY FUND Service code 28 · EIN 36-4516330 | Investment Management | $1,348,791 |
DELAWARE INVESTMENTS6+ years Filed as: MACQUARIE INFRASTRUCTURE Service code 28 · EIN 26-2052509 | Investment Management | $403,957 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $330,000 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 52-2288019 | Investment Management | $290,340 |
Filed as: ARTIS VENTURES III Service code 28 988 MARKET ST. · SAN FRANCISCO, CA 94102 | Investment Management | $285,004 |
Service code 28 555 W. 5TH STREET, SUITE 3700 · LOS ANGELES, CA 90013 | Investment Management | $235,461 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $217,171 |
STATE STREET GLOBAL ADVISORS6+ years Service code 28 · EIN 04-1867445 | Investment Management | $198,930 |
CHAD M. BOREMAN2 years Filed as: CHAD WILLIAMS Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $189,188 |
Service code 28 303 SOUTH GRAND AVE, 28TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $169,078 |
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 14.42% | 6.82%+7.6pp | 8.01%+6.4pp | 12.86%+1.6pp |
| Employer contribution / active EE | $14,802 | $12,695+16.6% | $29,476-49.8% | $13,687+8.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |