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| Provider | Service type | Compensation |
|---|---|---|
SMW INSURANCE7+ years Filed as: SMW INSURANCE FUND Service code 14 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Plan Administrator | $209,695 |
BLACKSTONE7+ years Service code 28 · EIN 13-3894989 | Investment Management | $66,450 |
BUCK GLOBAL, LLC7+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 DEPT CH 14061 · PALATINE, FL 60055 | Actuarial | $63,300 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF SMALL BUYOUT OPPORTUNI Service code 28 · EIN 83-2907315 | Investment Management | $56,324 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHEVY CHASE Service code 28 · EIN 52-2037618 | Investment Management | $51,419 |
HAMILTON LANE ADVISORS, LLC6 years Filed as: HAMILTON LANE Service code 28 · EIN 98-1267736 | Investment Management | $46,580 |
MEPT7+ years Service code 28 · EIN 52-6218800 | Investment Management | $42,039 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $37,500 |
GCM GROSVENOR7+ years Filed as: GROSVENOR OPPORTUNISTIC CR Service code 28 · EIN 98-1010338 | Investment Management | $25,016 |
MANZI & ASSOCIATES, LLC7+ years Service code 10 · EIN 04-3508036 855 TURNPIKE STREET · NORTH ANDOVER, MA 01845 | Accounting | $16,800 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 19.25% | 19.37%-0.1pp | 11.08%+8.2pp | 15.63%+3.6pp |
| Employer contribution / active EE | $5,944 | $13,107-54.6% | $28,418-79.1% | $11,476-48.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |