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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN EMERGING MARKETS FUND Service code 28 · EIN 13-4179575 | Investment Management | $165,315 |
HORSLEY BRIDGE XI VENTURE, LP4+ years Service code 28 · EIN 47-2774905 | Investment Management | $100,000 |
Service code 28 · EIN 98-1009373 | Investment Management | $99,096 |
OAKTREE CAPITAL MANAGEMENT, L.P.4+ years Service code 28 · EIN 26-0189082 | Investment Management | $95,585 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN STRATEGIC PROPERTY FUND Service code 28 · EIN 13-6038770 | Investment Management | $94,590 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $84,084 |
Service code 28 · EIN 98-1263525 | Investment Management | $76,430 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $74,672 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $74,534 |
PRISA1 year Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $60,095 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 5.18% | 14.29%-9.1pp | 14.64%-9.5pp | 21.83%-16.7pp |
| Employer contribution / active EE | $15,776 | $12,083+30.6% | $41,831-62.3% | $12,237+28.9% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |