| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME PROPERTY FUND Service code 28 · EIN 36-4516330 | Investment Management | $1,694,755 |
Service code 50 PO BOX 470950 · TULSA, OK 741470950 | Direct Payment | $1,312,044 |
DELAWARE INVESTMENTS7+ years Filed as: MACQUARIE INFRASTRUCTURE Service code 28 · EIN 26-2052509 | Investment Management | $1,184,221 |
GLOBAL INFRASTRUCTURE PARTNERS7+ years Filed as: GLOBAL INFRASTRUCTURE Service code 28 · EIN 98-0672668 | Investment Management | $505,206 |
Service code 28 555 W. 5TH STREET, SUITE 3700 · LOS ANGELES, CA 90013 | Investment Management | $392,954 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $330,000 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 52-2288019 | Investment Management | $313,540 |
Service code 28 303 SOUTH GRAND AVE., 28TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $283,214 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $265,211 |
STATE STREET GLOBAL ADVISORS7+ years Service code 28 · EIN 04-1867445 | Investment Management | $253,327 |
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 15.56% | 19.37%-3.8pp | 11.08%+4.5pp | 15.63%-0.1pp |
| Employer contribution / active EE | $10,853 | $13,107-17.2% | $28,418-61.8% | $11,476-5.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |