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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 28 · EIN 06-1271230 | Investment Management | $136,540 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN EMERGING MARKETS FUND Service code 28 · EIN 13-4179575 | Investment Management | $131,390 |
HORSLEY BRIDGE XI VENTURE, LP1+ years Service code 28 · EIN 47-2774905 | Investment Management | $118,056 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $97,103 |
Filed as: DOVER STREET VII CAYMAN FUND L.P Service code 28 · EIN 98-1009373 | Investment Management | $89,096 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $74,750 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN STRATEGIC PROPERTY FUND Service code 28 · EIN 13-6038770 | Investment Management | $69,574 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON LANE FUND VIII Service code 28 · EIN 23-2962336 | Investment Management | $52,310 |
FEINBERG, DUMONT & BRENNAN1+ years Filed as: FEINBERG, CAMPBELL, ZACH Service code 29 · EIN 04-2738936 | Legal | $51,382 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Custodial (securities); Soft dollars ... | $46,010 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.99% | 6.13%+1.9pp | 4.74%+3.3pp | 9.19%-1.2pp |
| Employer contribution / active EE | $13,303 | $10,206+30.4% | $36,089-63.1% | $12,608+5.5% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |