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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER4+ years Filed as: BRIDGEWATER ASSOCIATES, LP Service code 28 ONE GLENDINNING PLACE · WESTPORT, CT 06880 | Investment Management | $1,159,561 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $1,044,826 |
GOLDMAN SACHS1 year Filed as: BROOKFIELD CAPITAL PARTNERS IV Service code 28 · EIN 98-1236632 | Investment Management | $766,241 |
BENESYS, INC.4+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $721,137 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $709,119 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $452,892 |
FINKEL WHITEFIELD SELIK1 year Service code 29 · EIN 38-2529039 | Legal | $418,722 |
GOLDMAN SACHS4+ years Filed as: SEIZERT CAPITAL PARTNERS, LLC Service code 28 · EIN 38-3553488 | Investment Management | $387,491 |
WESTWOOD TRUST4+ years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $334,183 |
NORTH SKY CAPITAL LLC2 years Filed as: NORTH SKY CAPITAL, LLC Service code 28 · EIN 20-2249684 | Investment Management | $316,577 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 3.83% | 10.84%-7.0pp | 10.56%-6.7pp | 1023.85%-1020.0pp |
| Employer contribution / active EE | $18,198 | $14,186+28.3% | $30,199-39.7% | $11,605+56.8% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |