| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME PROPERTY FUND Service code 28 · EIN 36-4516330 | Investment Management | $1,959,257 |
Filed as: OAKTREE Service code 28 333 SOUTH GRAND AVE, 28TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $326,407 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 52-2288019 | Investment Management | $304,594 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $302,500 |
Service code 28 555 W. 5TH STREET, SUITE 3700 · LOS ANGELES, CA 90013 | Investment Management | $238,375 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $226,052 |
STATE STREET GLOBAL ADVISORS9+ years Service code 28 · EIN 04-1867445 | Investment Management | $213,365 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE C Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Employee (plan); Direct payment from ... | $198,536 |
Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $165,641 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE A Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Employee (plan); Direct payment from ... | $157,781 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 15.35% | 7.95%+7.4pp | 20.18%-4.8pp | 9.11%+6.2pp |
| Employer contribution / active EE | $13,440 | $14,684-8.5% | $29,108-53.8% | $12,231+9.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |