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| Provider | Service type | Compensation |
|---|---|---|
GCM GROSVENOR1 year Service code 28 767 FIFTH AVENUE, 14TH FLOOR · NEW YORK, NY 10153 | Investment Management | $83,653 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF SMALL BUYOUT OP FD V Service code 28 · EIN 87-2258157 200 PARK AVENUE, 14TH FLOOR · NEW YORK, NY 10166 | Investment Management | $65,939 |
PGIM INVESTMENTS2 years Filed as: JENNISON U.S. SMALL CAP EQUITY Service code 28 | Investment Management | $52,733 |
NEWTOWER TRUST COMPANY2 years Filed as: NEWTOWER TRUST COMPANY - MEPT Service code 28 · EIN 52-6218800 7315 WISCONSIN AVE, SUITE 350W · BETHESDA, MD 20814 | Investment Management | $47,743 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD. S. SUITE 500 · CLEVELAND, OH 44131 | Actuarial | $41,600 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF SMALL BUYOUT OP FD IV Service code 28 · EIN 83-2907315 200 PARK AVENUE, 14TH FLOOR · NEW YORK, NY 10166 | Investment Management | $39,625 |
MANZI & ASSOCIATES, LLC1 year Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $29,500 |
MEKETA INVESTMENT GROUP1 year Service code 16 · EIN 04-2659023 | Consulting | $22,917 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE, SUITE 901 · BOSTON, MA 02116 | Advisory (Plan) | $22,500 |
KRAKOW & SOURIS8 years Filed as: KRAKOW,SOURIS & LANDRY,LLC Service code 29 · EIN 04-3363718 90 CANAL STREET, 4TH FLOOR · BOSTON, MA 02114 | Legal | $19,000 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.63% | 11.08%+0.6pp | 8.10%+3.5pp | 8.76%+2.9pp |
| Employer contribution / active EE | $19,653 | $13,910+41.3% | $28,649-31.4% | $16,664+17.9% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |