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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN SPECIAL SITUATIONS Service code 28 · EIN 13-3980309 | Investment Management | $293,526 |
OAKTREE CAPITAL MANAGEMENT, L.P.8+ years Service code 28 · EIN 26-0189082 | Investment Management | $196,673 |
PRISA5 years Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $183,661 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN EMERGING MARKETS FUND Service code 28 · EIN 13-4179575 | Investment Management | $178,620 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN STRATEGIC PROPERTY FUND Service code 28 · EIN 13-6038770 | Investment Management | $173,623 |
Service code 28 · EIN 98-1263525 | Investment Management | $122,497 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $105,697 |
Filed as: HORSLEY BRIDGE VENTURE 14, L.P. Service code 28 | Investment Management | $100,000 |
HORSLEY BRIDGE XI VENTURE, LP8+ years Service code 28 · EIN 47-2774905 | Investment Management | $100,000 |
HARBOURVEST PARTNERS LP5 years Filed as: HARBOURVEST 2018 GLOBAL FEEDER FUND Service code 28 · EIN 82-4027136 | Investment Management | $92,855 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -5.69% | 7.95%-13.6pp | 20.18%-25.9pp | 9.11%-14.8pp |
| Employer contribution / active EE | $16,053 | $14,684+9.3% | $29,108-44.9% | $12,231+31.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |