Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WALTON STREET MANAGERS VIII, L.P. Service code 28 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $103,974 |
WALTON STREET MANAGERS VII, L.P.5+ years Service code 28 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $74,171 |
Service code 28 333 SOUTH GRAND AVE. · LOS ANGELES, CA 90071 | Investment Management | $53,422 |
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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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 17.97% | 34.64%-16.7pp | 20.73%-2.8pp | 21.83%-3.9pp |
| Employer contribution / active EE | $4,603 | $7,654-39.9% | $36,503-87.4% | $12,237-62.4% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |