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| Provider | Service type | Compensation |
|---|---|---|
GRAYCLIFF PARTNERS LP2 years Filed as: GRAYCLIFF PARTNERS Service code 28 500 FIFTH AVENUE, 47TH FLOOR · NEW YORK, NY 10110 | Investment Management | $773,904 |
NEW HERRITAGE III1 year Service code 28 PRUDENTIAL TOWER · BOSTON, MA 02199 | Investment Management | $323,515 |
Filed as: GRYPHON INVESTORS Service code 28 ONE MARITIME PLAZA, SUITE 2300 · SAN FRANCISCO, CA 94111 | Investment Management | $317,862 |
TRANSOM, INC.1 year Service code 28 216 ALASKAN WAY S · SEATTLE, WA 981042510 | Investment Management | $135,222 |
GREENBRIAR EQUITY GROUP LLC3 years Filed as: GREENBRIAR PARTNERS Service code 28 · EIN 13-4089194 P O BOX 4008 · TALLAHASSEE, FL 32315 | Investment Management | $124,472 |
BRIGHTON JONES LLC1 year Filed as: BRIGHTON PARK CAPITAL Service code 28 330 RAILROAD AVE STE 200 · GREENWICH, CT 06830 | Investment Management | $70,156 |
CHICAGO EQUITY PARTNERS1 year Filed as: CHICAGO PACIFIC FOUNDERS FUND, L.P Service code 28 980 N MICHIGAN AVE STE 1998 · CHICAGO, IL 606117504 | Investment Management | $23,446 |
GOLDMAN SACHS1 year Filed as: ROTUNDA CAPITAL PARTNERS, LLC Service code 28 4800 HAMPDEN LN STE 200 · BETHESDA, MD 208142934 | Investment Management | $12,077 |
AMERICAN FUNDS1 year Filed as: GROWTH CATALYST PARTNERS III Service code 28 318 W ADAMS ST, 16TH FLOOR · CHICAGO, IL 60606 | Investment Management | $10,546 |
CORE CAPITAL SOLUTIONS1 year Filed as: CORE INDUSTRIAL PARTNERS Service code 28 200 N. LASALLE ST., SUITE 2360 · CHICAGO, IL 60601 | Investment Management | $9,983 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 9.64% | 9.30%+0.3pp | 8.04%+1.6pp | 9.30%+0.3pp |
| Employer contribution / active EE | $460 | $12,551-96.3% | $42,693-98.9% | $12,551-96.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |