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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 51 · EIN 95-3046237 | Investment Mgmt Fees | $621,157 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES AND COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $593,543 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $489,229 |
Service code 28 · EIN 86-1529826 | Investment Management | $477,037 |
GOLDMAN SACHS8 years Filed as: CRESCENT MEZZANINE PARTNERS VIIB Service code 28 · EIN 47-3358654 | Investment Management | $427,173 |
NATIONAL INVESTMENT SERVICES8 years Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $423,467 |
Filed as: BLUE OWL GPSC ADVISORS LLC Service code 52 399 PARK AVENUE · NEW YORK, NY 10022 | Indirect Investment Fees | $371,763 |
Filed as: CHEVY CHASE TRUST Service code 51 · EIN 52-2037618 | Investment Mgmt Fees | $336,327 |
HAMILTON LANE ADVISORS, LLC6 years Filed as: HAMILTON LANE STRATEGIC OPP 2018 GP Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $326,734 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE BANK, NTL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $316,460 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.84% | 10.33%+2.5pp | 8.10%+4.7pp | 9.30%+3.5pp |
| Employer contribution / active EE | $12,842 | $14,972-14.2% | $28,649-55.2% | $12,551+2.3% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |