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| Provider | Service type | Compensation |
|---|---|---|
SMW INSURANCE9+ years Filed as: SMW INSURANCE FUND Service code 14 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Plan Administrator | $183,169 |
BUCK GLOBAL, LLC9+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 DEPT CH 14061 · PALATINE, FL 60055 | Actuarial | $115,716 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $91,406 |
BLACKSTONE9+ years Service code 28 · EIN 13-3894989 | Investment Management | $83,644 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: CHEVY CHASE Service code 28 · EIN 52-2037618 | Investment Management | $68,613 |
ULLICO1 year Service code 28 · EIN 13-1423090 | Investment Management | $54,007 |
HAMILTON LANE ADVISORS, LLC8 years Filed as: HAMILTON LANE Service code 28 · EIN 98-1267736 | Investment Management | $45,490 |
SIGULER GUFF ADVISERS, LLC4 years Filed as: SIGULER GUFF SMALL BUYOUT OPPORTUNI Service code 28 · EIN 83-2907315 | Investment Management | $39,500 |
MEPT9+ years Service code 28 · EIN 52-6218800 | Investment Management | $37,586 |
Filed as: PARTNERS GROUP PRIVATE EQUITY Service code 28 · EIN 80-0270189 | Investment Management | $31,699 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 12.49% | 7.95%+4.5pp | 20.18%-7.7pp | 9.11%+3.4pp |
| Employer contribution / active EE | $6,437 | $14,684-56.2% | $29,108-77.9% | $12,231-47.4% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |