Filed March 27, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Service code 13 · EIN 13-5160382 | Contract Administrator | $443,001 |
RGM CAPITAL, LLC6+ years Service code 28 · EIN 06-1685711 | Investment Management | $330,706 |
DUKE UNIVERSITY (EIA)6+ years Service code 14 · EIN 56-0532129 | Plan Administrator | $308,693 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $290,232 |
Service code 28 | Investment Management | $275,045 |
Service code 28 · EIN 20-0302413 | Investment Management | $263,357 |
MISAKI CAPITAL INC.6+ years Service code 28 · EIN 98-1295415 | Investment Management | $213,708 |
Service code 28 · EIN 20-0292745 | Investment Management | $213,372 |
Filed as: PERMIAN INVESTMENT PARTNERS Service code 28 · EIN 26-2071119 | Investment Management | $199,804 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INVESTMENTS LP Service code 28 · EIN 13-3040307 | Investment Management | $160,768 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $97,450-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | 48.99% | 13.51%+35.5pp | 10.56%+38.4pp | 13.51%+35.5pp |
| Employer contribution / active EE | $1,183 | $8,170-85.5% | $28,542-95.9% | $8,170-85.5% |
| Participant deferral / active EE | $11 | $488-97.8% | $484-97.8% | $488-97.8% |
| Admin fee / account holder | $0 | $0 | $1,464-100.0% | - |