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| Provider | Service type | Compensation |
|---|---|---|
SMW INSURANCE10+ years Filed as: SMW INSURANCE FUND Service code 14 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Plan Administrator | $173,780 |
BUCK GLOBAL, LLC10+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 DEPT CH 14061 · PALATINE, FL 60055 | Actuarial | $126,041 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $95,000 |
ULLICO2 years Service code 28 · EIN 13-1423090 | Investment Management | $94,808 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE Service code 28 · EIN 52-2037618 | Investment Management | $52,744 |
Filed as: PARTNERS GROUP PRIVATE EQUITY Service code 28 · EIN 80-0270189 | Investment Management | $51,253 |
HAMILTON LANE ADVISORS, LLC9 years Filed as: HAMILTON LANE Service code 28 · EIN 98-1267736 | Investment Management | $45,040 |
SIGULER GUFF ADVISERS, LLC5 years Filed as: SIGULER GUFF SMALL BUYOUT OPPORTUNI Service code 28 · EIN 83-2907315 | Investment Management | $39,500 |
MEPT10+ years Service code 28 · EIN 52-6218800 | Investment Management | $31,943 |
Filed as: MESIROW Service code 28 · EIN 36-3741067 | Investment Management | $22,948 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | 9.88% | 10.33%-0.5pp | 8.10%+1.8pp | 9.30%+0.6pp |
| Employer contribution / active EE | $6,766 | $14,972-54.8% | $28,649-76.4% | $12,551-46.1% |
| 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% | - |