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 REAL ESTATE FUND VIII Service code 28 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $116,406 |
Filed as: WALTON STREET REAL ESTATE FUND VII Service code 28 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $57,667 |
Filed as: OAKTREE RE OPPORTUNITIES FUND VI Service code 28 333 SOUTH GRAND AVE. · LOS ANGELES, CA 90071 | Investment Management | $44,152 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 14.74% | 12.77%+2.0pp | 90.61%-75.9pp | 12.86%+1.9pp |
| Employer contribution / active EE | $3,499 | $8,963-61.0% | $32,730-89.3% | $13,687-74.4% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |