| Provider | Service type | Compensation |
|---|---|---|
ENTRUSTPERMAL3 years Service code 51 · EIN 41-2048502 | Investment Mgmt Fees | $4,047,774 |
NATIONAL IAM BENEFIT TRUST2 years Service code 22 · EIN 36-6562520 | Insurance Broker | $2,942,028 |
VITECH SYSTEMS GROUP2 years Service code 16 401 PARK AVENUE SOUTH, 12TH FLOOR · NEW YORK, NY 10016 | Consulting | $2,692,070 |
ROCK CREEK GROUP4+ years Filed as: THE ROCK CREEK GROUP Service code 28 · EIN 04-3648062 | Investment Management | $2,654,644 |
HAMILTON LANE ADVISORS, LLC3 years Filed as: HAMILTON LANE (LEGACY) Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $2,144,621 |
JACKSON SQUARE PARTNERS3 years Filed as: JACKSON SQ PARTNERS Service code 51 · EIN 80-0945254 | Investment Mgmt Fees | $2,108,013 |
LINEA SOLUTIONS3 years Service code 16 · EIN 95-4723968 | Consulting | $1,913,106 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $1,669,775 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MGMT Service code 28 · EIN 04-2929221 | Investment Management | $1,597,210 |
Filed as: NEW SOUTH CAPITAL MGMT Service code 51 · EIN 62-1237220 | Investment Mgmt Fees | $1,579,334 |
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 | $7,764,297-100.0% | $157,466-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -1.20% | -1.95%+0.7pp | 12.68%-13.9pp | -1.95%+0.7pp |
| Employer contribution / active EE | $4,350 | $9,243-52.9% | $22,860-81.0% | $9,243-52.9% |
| Participant deferral / active EE | $0 | $425-100.0% | $123-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $2,825-100.0% | $62,356-100.0% |