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.4+ years Service code 28 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $93,068 |
Filed as: WALTON STREET MANAGERS VIII, L.P. Service code 28 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $75,920 |
Service code 28 333 SOUTH GRAND AVE. · LOS ANGELES, CA 90071 | Investment Management | $68,665 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 41-6257133 | Bank Trustee | $38,751 |
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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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -2.73% | 9.64%-12.4pp | -102.04%+99.3pp | 33.37%-36.1pp |
| Employer contribution / active EE | $4,461 | $8,034-44.5% | $36,232-87.7% | $11,253-60.4% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |