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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN EMERGING MARKETS FUND Service code 28 · EIN 13-4179575 | Investment Management | $183,087 |
Service code 28 · EIN 98-1009373 | Investment Management | $132,856 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN STRATEGIC PROPERTY FUND Service code 28 · EIN 13-6038770 | Investment Management | $115,888 |
HORSLEY BRIDGE XI VENTURE, LP3+ years Service code 28 · EIN 47-2774905 | Investment Management | $100,000 |
Service code 28 · EIN 98-1263525 | Investment Management | $99,944 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $84,084 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $83,295 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $72,104 |
OAKTREE CAPITAL MANAGEMENT, L.P.3+ years Service code 28 · EIN 26-0189082 | Investment Management | $70,629 |
HARBOURVEST PARTNERS LP2 years Filed as: HARBOURVEST PARTNERS CAY MEZZ FUND Service code 28 · EIN 98-1177314 | Investment Management | $66,011 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 11.71% | -0.94%+12.6pp | -2.18%+13.9pp | 33.37%-21.7pp |
| Employer contribution / active EE | $12,388 | $12,464-0.6% | $38,751-68.0% | $11,253+10.1% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |