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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN SPECIAL SITUATIONS Service code 28 · EIN 13-3980309 | Investment Management | $241,312 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN EMERGING MARKETS FUND Service code 28 · EIN 13-4179575 | Investment Management | $240,666 |
OAKTREE CAPITAL MANAGEMENT, L.P.7+ years Service code 28 · EIN 26-0189082 | Investment Management | $233,658 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN STRATEGIC PROPERTY FUND Service code 28 · EIN 13-6038770 | Investment Management | $141,245 |
Service code 28 · EIN 98-1263525 | Investment Management | $122,497 |
Service code 28 · EIN 98-1009373 | Investment Management | $106,181 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Soft dollars commissions; Custodial (... | $105,922 |
HORSLEY BRIDGE XI VENTURE, LP7+ years Service code 28 · EIN 47-2774905 | Investment Management | $100,000 |
HARBOURVEST PARTNERS LP4 years Filed as: HARBOURVEST 2018 GLOBAL FEEDER FUND Service code 28 · EIN 82-4027136 | Investment Management | $93,252 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $89,500 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | 12.34% | -7.95%+20.3pp | -5.85%+18.2pp | 23.41%-11.1pp |
| Employer contribution / active EE | $14,588 | $13,972+4.4% | $31,839-54.2% | $12,650+15.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |