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| Provider | Service type | Compensation |
|---|---|---|
SMW INSURANCE8+ years Filed as: SMW INSURANCE FUND Service code 14 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Plan Administrator | $200,782 |
BUCK GLOBAL, LLC8+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 DEPT CH 14061 · PALATINE, FL 60055 | Actuarial | $143,127 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE Service code 28 · EIN 52-2037618 | Investment Management | $77,254 |
BLACKSTONE8+ years Service code 28 · EIN 13-3894989 | Investment Management | $68,256 |
SIGULER GUFF ADVISERS, LLC3 years Filed as: SIGULER GUFF SMALL BUYOUT OPPORTUNI Service code 28 · EIN 83-2907315 | Investment Management | $60,197 |
MEPT8+ years Service code 28 · EIN 52-6218800 | Investment Management | $50,129 |
HAMILTON LANE ADVISORS, LLC7 years Filed as: HAMILTON LANE Service code 28 · EIN 98-1267736 | Investment Management | $42,540 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $37,500 |
Filed as: PARTNERS GROUP PRIVATE EQUITY Service code 28 · EIN 80-0270189 | Investment Management | $28,805 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -12.02% | -7.95%-4.1pp | -5.85%-6.2pp | 23.41%-35.4pp |
| Employer contribution / active EE | $6,116 | $13,972-56.2% | $31,839-80.8% | $12,650-51.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |