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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 28 · EIN 06-1271230 | Investment Management | $139,195 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN EMERGING MARKETS FUND Service code 28 · EIN 13-4179575 | Investment Management | $128,151 |
Service code 28 · EIN 98-1009373 | Investment Management | $118,740 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN STRATEGIC PROPERTY FUND Service code 28 · EIN 13-6038770 | Investment Management | $108,547 |
HORSLEY BRIDGE XI VENTURE, LP2+ years Service code 28 · EIN 47-2774905 | Investment Management | $100,000 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $94,145 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $88,507 |
Service code 28 · EIN 98-1263525 | Investment Management | $57,540 |
FEINBERG, DUMONT & BRENNAN2+ years Filed as: FEINBERG, CAMPBELL, ZACH Service code 29 · EIN 04-2738936 | Legal | $52,259 |
HAMILTON LANE ADVISORS, LLC2+ years Filed as: HAMILTON LANE FUND VIII Service code 28 · EIN 23-2962336 | Investment Management | $52,128 |
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.23% | 12.92%-0.7pp | 10.36%+1.9pp | 17.84%-5.6pp |
| Employer contribution / active EE | $12,149 | $14,070-13.7% | $37,738-67.8% | $14,688-17.3% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |