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| Provider | Service type | Compensation |
|---|---|---|
HARBOURVEST PARTNERS LP5+ years Service code 28 · EIN 74-3130888 | Investment Management | $465,669 |
BLACKSTONE5+ years Filed as: BLACKSTONE ALTERN ASSET MGMT LP Service code 28 · EIN 13-3702086 | Investment Management | $291,992 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $246,851 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $214,545 |
COLUMBIA5+ years Filed as: COLUMBIA MGMT INV ADV LLC Service code 28 · EIN 41-1533211 | Investment Management | $172,863 |
ACADIAN ASSET MANAGEMENT LLC5+ years Service code 28 · EIN 04-2929221 | Investment Management | $172,471 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $167,192 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $158,037 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $141,703 |
Filed as: OAKTREE CAPITAL MANAGEMENT LP Service code 28 · EIN 26-0189082 | Investment Management | $126,056 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 17.23% | 12.20%+5.0pp | 10.56%+6.7pp | 21.83%-4.6pp |
| Employer contribution / active EE | $12,665 | $12,801-1.1% | $30,199-58.1% | $12,237+3.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |