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| Provider | Service type | Compensation |
|---|---|---|
SANDS CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 20-2830751 | Investment Management | $251,691 |
MERCER1+ years Filed as: PAVILION ADVISORY GROUP INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $223,211 |
HARRIS1+ years Filed as: HARRIS ASSOCIATES L.P. Service code 28 · EIN 04-3276558 | Investment Management | $221,070 |
CYGAN HAYES LTD.1+ years Filed as: CYGAN HAYES, LTD Service code 10 · EIN 36-3332152 | Accounting | $97,852 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $73,854 |
TERRY A ROCCO1+ years Filed as: TERRY A. ROCCO Service code 14 · EIN 36-6122163 | Plan Administrator | $61,210 |
PRASAD I ELAMANA1+ years Filed as: PRASAD ELAMANA Service code 30 · EIN 36-6122163 | Employee (plan) | $45,589 |
Filed as: SILVERCREST ASSET MANAGEMENT Service code 28 1330 AVENUE OF THE AMERICAS 38TH FL · NEW YORK, NY 10019 | Investment Management | $42,597 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS Service code 19 11270 WEST PARK PLACE SUITE 400 · MILWAUKEE, WI 532243638 | Securities Custodian | $40,493 |
Service code 29 · EIN 36-2744057 | Legal | $31,814 |
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Annual investment return 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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -6.94% | 3.63%-10.6pp | 4.16%-11.1pp | 9.19%-16.1pp |
| Employer contribution / active EE | $8,536 | $11,363-24.9% | $29,966-71.5% | $12,608-32.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |