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| Provider | Service type | Compensation |
|---|---|---|
OAKTREE CAPITAL MANAGEMENT, L.P.9+ years Service code 28 · EIN 26-0189082 | Investment Management | $181,245 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN SPECIAL SITUATIONS Service code 28 · EIN 13-3980309 | Investment Management | $159,046 |
PRISA6 years Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $154,551 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN EMERGING MARKETS FUND Service code 28 · EIN 13-4179575 | Investment Management | $144,279 |
Service code 28 · EIN 98-1263525 | Investment Management | $118,341 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $115,407 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $107,384 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN STRATEGIC PROPERTY FUND Service code 28 · EIN 13-6038770 | Investment Management | $105,886 |
Filed as: HORSLEY BRIDGE VENTURE 14, L.P. Service code 28 140 NEW MONTGOMERY STREET, FLOOR 16 · SAN FRANCISCO, CA 94105 | Investment Management | $100,000 |
HORSLEY BRIDGE XI VENTURE, LP9+ years Service code 28 · EIN 47-2774905 | Investment Management | $100,000 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.29% | 10.33%+3.0pp | 8.10%+5.2pp | 9.30%+4.0pp |
| Employer contribution / active EE | $16,966 | $14,972+13.3% | $28,649-40.8% | $12,551+35.2% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |