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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $411,960 |
ANGELO GORDON1 year Filed as: ANGELO, GORDON & CO. Service code 28 · EIN 13-3478879 | Investment Management | $201,200 |
CLARIE BOWMAN4+ years Service code 30 · EIN 23-2627428 | Employee (plan); Direct payment from ... | $132,888 |
NEWTOWER TRUST COMPANY4+ years Service code 28 · EIN 20-1641876 | Investment Management | $122,896 |
HAMILTON LANE ADVISORS, LLC4+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $105,845 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $102,873 |
GWENDOLYN WATSON4+ years Service code 30 · EIN 23-2627428 | Direct payment from the plan; Employe... | $78,815 |
Filed as: ENTRUST PERMAL PARTNERS OFFSHORE LP Service code 28 | Investment Management | $77,922 |
CYNTHIA JONES-BROOKS4+ years Filed as: CYNTHIA BLASSINGAME Service code 30 · EIN 23-2627428 | Employee (plan); Direct payment from ... | $77,066 |
THE MCKEOGH COMPANY4+ years Service code 11 · EIN 23-3003375 | Actuarial | $76,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.60% | -0.94%-2.7pp | -2.18%-1.4pp | 33.37%-37.0pp |
| Employer contribution / active EE | $13,290 | $12,464+6.6% | $38,751-65.7% | $11,253+18.1% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |