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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN SPECIAL SITUATIONS Service code 28 · EIN 13-3980309 | Investment Management | $276,707 |
OAKTREE CAPITAL MANAGEMENT, L.P.6+ years Service code 28 · EIN 26-0189082 | Investment Management | $217,351 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN EMERGING MARKETS FUND Service code 28 · EIN 13-4179575 | Investment Management | $187,466 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN STRATEGIC PROPERTY FUND Service code 28 · EIN 13-6038770 | Investment Management | $133,031 |
Service code 28 · EIN 98-1263525 | Investment Management | $122,500 |
HORSLEY BRIDGE XI VENTURE, LP6+ years Service code 28 · EIN 47-2774905 | Investment Management | $100,000 |
Service code 28 · EIN 98-1009373 | Investment Management | $99,354 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $87,500 |
HARBOURVEST PARTNERS LP3 years Filed as: HARBOURVEST 2018 GLOBAL FEEDER FUND Service code 28 · EIN 82-4027136 | Investment Management | $84,943 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $82,006 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 39.51% | 19.37%+20.1pp | 11.08%+28.4pp | 15.63%+23.9pp |
| Employer contribution / active EE | $13,286 | $13,107+1.4% | $28,418-53.2% | $11,476+15.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |