| Provider | Service type | Compensation |
|---|---|---|
ENTRUSTPERMAL4 years Service code 51 · EIN 41-2048502 | Investment Mgmt Fees | $4,288,749 |
VITECH SYSTEMS GROUP3 years Service code 16 401 PARK AVENUE SOUTH, 12TH FLOOR · NEW YORK, NY 10016 | Consulting | $3,135,269 |
NATIONAL IAM BENEFIT TRUST3 years Service code 22 · EIN 36-6562520 | Insurance Broker | $2,759,464 |
HAMILTON LANE ADVISORS, LLC4 years Filed as: HAMILTON LANE (LEGACY) Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $2,451,728 |
LINEA SOLUTIONS4 years Service code 16 · EIN 95-4723968 | Consulting | $2,290,868 |
ROCK CREEK GROUP5+ years Filed as: THE ROCK CREEK GROUP Service code 28 · EIN 04-3648062 | Investment Management | $1,814,722 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MGMT Service code 28 · EIN 04-2929221 | Investment Management | $1,651,565 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $1,634,513 |
ALGERT GLOBAL LLC2 years Filed as: ALGERT GLOBAL Service code 28 101 CALIFORNIA STREET, SUITE 4225 · SAN FRANCISCO, CA 94111 | Investment Management | $1,518,409 |
JACKSON SQUARE PARTNERS4 years Filed as: JACKSON SQ PARTNERS Service code 51 · EIN 80-0945254 | Investment Mgmt Fees | $1,337,417 |
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 | $894,319,009-100.0% | $133,543,011-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 13.05% | 24.48%-11.4pp | 29.77%-16.7pp | 24.48%-11.4pp |
| Employer contribution / active EE | $4,765 | $9,418-49.4% | $33,607-85.8% | $9,418-49.4% |
| Participant deferral / active EE | $0 | $501-100.0% | $96-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $835,310-100.0% | $2,968,729-100.0% |