Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
WALTON STREET MANAGERS VII, L.P.3+ years Service code 28 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $107,275 |
Service code 28 333 SOUTH GRAND AVE. · LOS ANGELES, CA 90071 | Investment Management | $94,519 |
Filed as: WALTON STREET MANAGERS VIII, L.P. Service code 28 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $46,747 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 14.89% | 26.60%-11.7pp | 10.16%+4.7pp | 17.84%-3.0pp |
| Employer contribution / active EE | $4,073 | $7,232-43.7% | $33,192-87.7% | $14,688-72.3% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |