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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $2,165,470 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $1,875,544 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $1,189,796 |
HAMILTON LANE ADVISORS, LLC8+ years Service code 28 · EIN 23-2962336 | Investment Management | $800,000 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $771,038 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $605,661 |
COHEN & STEERS7 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $589,967 |
Filed as: SILCHESTER INT'L INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $574,016 |
JUNTO OFFSHORE FUND LTD.3 years Filed as: JUNTO OFFSHORE FUND LTD Service code 28 450 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $529,988 |
Service code 28 | Investment Management | $496,715 |
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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 | $339,002-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.1%-39.1pp | 0.0%0pp |
| Annual return | 9.41% | 13.18%-3.8pp | 12.78%-3.4pp | 13.18%-3.8pp |
| Employer contribution / active EE | $4,208 | $8,469-50.3% | $44,816-90.6% | $8,469-50.3% |
| Participant deferral / active EE | $0 | $322-100.0% | $33-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,002-100.0% | - |