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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN INVESTMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,116,962 |
HAMILTON LANE ADVISORS, LLC2+ years Service code 28 · EIN 80-0877161 | Investment Management | $1,082,924 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $962,170 |
CONSTITUTION CAPITAL PARTNERS2+ years Service code 28 · EIN 74-3246212 | Investment Management | $750,000 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $732,433 |
FIRST EAGLE2+ years Service code 28 · EIN 57-1156902 | Investment Management | $672,368 |
DRIEHAUS CAPITAL MANAGEMENT LLC2+ years Filed as: DRIEHAUS CAPITAL MGMT LLC Service code 28 · EIN 20-3634295 | Investment Management | $668,771 |
PAYDEN & RYGEL2+ years Service code 28 · EIN 95-3921788 | Investment Management | $618,482 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $579,869 |
GOLDMAN SACHS2+ years Filed as: SAILINGSTONE CAPITAL PARTNERS Service code 28 · EIN 46-4114066 | Investment Management | $479,699 |
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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% | $260,109-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 43.2%-43.2pp | 5.3%-5.3pp |
| Annual return | 11.18% | 1057.21%-1046.0pp | 8.93%+2.3pp | 1057.21%-1046.0pp |
| Employer contribution / active EE | $3,177 | $14,374-77.9% | $43,470-92.7% | $14,374-77.9% |
| Participant deferral / active EE | $0 | $351-100.0% | $223-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,225-100.0% | $81,210-100.0% |