| Provider | Service type | Compensation |
|---|---|---|
Filed as: GENERATION INVESTMENT MGMT U.S. LLP Service code 28 · EIN 98-0430817 | Investment Management | $17,189,213 |
CANTILLON CAPITAL MANAGEMENT LLC3+ years Service code 28 · EIN 14-1875682 | Investment Management | $3,390,449 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 14 · EIN 13-4994650 | Plan Administrator | $3,134,903 |
Service code 10 · EIN 98-1048371 | Accounting | $2,985,357 |
Service code 51 · EIN 98-0674990 | Investment Mgmt Fees | $2,843,743 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $2,766,300 |
GOLDMAN SACHS1 year Filed as: HIG CAPITAL PARTNERS Service code 28 · EIN 65-0863927 | Investment Management | $2,617,120 |
Service code 28 · EIN 98-1032479 | Investment Management | $2,085,682 |
HONY CAPITAL FUND V, LP3+ years Service code 28 | Investment Management | $2,046,080 |
EDGEWOOD MANAGEMENT LLC3+ years Service code 28 · EIN 20-4441790 | Investment Management | $1,893,307 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 17.02% | 13.90%+3.1pp | 10.36%+6.7pp | 1057.21%-1040.2pp |
| Employer contribution / active EE | $0 | $9,853-100.0% | $37,738-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |