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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JPMORGAN SPECIAL SITUATIONS Service code 28 · EIN 13-3980309 | Investment Management | $267,120 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN EMERGING MARKETS FUND Service code 28 · EIN 13-4179575 | Investment Management | $170,953 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN STRATEGIC PROPERTY FUND Service code 28 · EIN 13-6038770 | Investment Management | $129,825 |
OAKTREE CAPITAL MANAGEMENT, L.P.5+ years Service code 28 · EIN 26-0189082 | Investment Management | $124,908 |
Service code 28 · EIN 98-1263525 | Investment Management | $114,439 |
HORSLEY BRIDGE XI VENTURE, LP5+ years Service code 28 · EIN 47-2774905 | Investment Management | $100,000 |
Service code 28 · EIN 98-1009373 | Investment Management | $99,306 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $85,521 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $85,298 |
PRISA2 years Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $83,735 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -5.42% | 6.82%-12.2pp | 8.01%-13.4pp | 12.86%-18.3pp |
| Employer contribution / active EE | $14,953 | $12,695+17.8% | $29,476-49.3% | $13,687+9.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |