| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $839,450 |
HAMILTON LANE ADVISORS, LLC1+ years Service code 28 · EIN 23-2962336 | Investment Management | $685,258 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON INVEST CAYMAN-W SCOTT Service code 28 | Investment Management | $599,900 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $495,758 |
CREWS MACQUARRIE & ASSOC1+ years Filed as: CREWS MACQUARRIE & ASSOC, INC Service code 11 · EIN 38-3647875 | Actuarial | $329,280 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $318,604 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $300,413 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $245,385 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESSQUARE CAPITAL MGMT LLC Service code 28 · EIN 20-1665304 | Investment Management | $188,456 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $158,713 |
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 | $47,522-100.0% | $192,069-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 13.2%-13.2pp | 9.2%-9.2pp |
| Annual return | -0.01% | -0.08%+0.1pp | -0.79%+0.8pp | -0.08%+0.1pp |
| Employer contribution / active EE | $1,248 | $7,991-84.4% | $28,419-95.6% | $7,991-84.4% |
| Participant deferral / active EE | $0 | $325-100.0% | $37-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $6,324-100.0% | $275-100.0% |