| Provider | Service type | Compensation |
|---|---|---|
ENTRUSTPERMAL2 years Service code 51 · EIN 41-2048502 | Investment Mgmt Fees | $3,871,366 |
VITECH SYSTEMS GROUP1 year Service code 16 401 PARK AVENUE SOUTH, 12TH FLOOR · NEW YORK, NY 10016 | Consulting | $3,283,288 |
Service code 22 · EIN 36-6562520 | Insurance Broker | $2,888,336 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE (LEGACY) Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $2,606,758 |
ROCK CREEK GROUP2 years Service code 28 · EIN 04-3648062 | Investment Management | $2,562,652 |
JACKSON SQUARE PARTNERS2 years Filed as: JACKSON SQ PARTNERS Service code 51 · EIN 80-0945254 | Investment Mgmt Fees | $2,256,178 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $2,142,472 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN REALTY Service code 28 · EIN 33-0123114 | Investment Management | $1,868,378 |
Filed as: DRIEHAUS CAPITAL MGMT Service code 28 · EIN 20-3634295 | Investment Management | $1,849,379 |
THE LONDON COMPANY2 years Filed as: THE) LONDON COMPANY Service code 28 · EIN 90-0824693 | Investment Management | $1,759,284 |
Employer contribution per participant 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 | $14,491,905-100.0% | $144,462-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 5.3%-5.3pp |
| Annual return | 13.58% | 9.42%+4.2pp | 16.78%-3.2pp | 1057.21%-1043.6pp |
| Employer contribution / active EE | $4,153 | $34,966-88.1% | $26,328-84.2% | $14,374-71.1% |
| Participant deferral / active EE | $0 | $384-100.0% | $97-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $20,893-100.0% | $81,210-100.0% |