| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,042,727 |
HAMILTON LANE ADVISORS, LLC2+ years Service code 28 · EIN 23-2962336 | Investment Management | $935,883 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $798,466 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON INVEST CAYMAN-W SCOTT Service code 28 | Investment Management | $707,186 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $320,882 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $274,809 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $253,595 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOERNER VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $233,994 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMESSQUARE CAPITAL MGMT LLC Service code 28 · EIN 20-1665304 | Investment Management | $225,517 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $222,670 |
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 | $40,289-100.0% | $139,743-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 22.6%-22.6pp | 4.2%-4.2pp |
| Annual return | 40.95% | 10.64%+30.3pp | 4.96%+36.0pp | 10.64%+30.3pp |
| Employer contribution / active EE | $683 | $11,561-94.1% | $29,749-97.7% | $11,561-94.1% |
| Participant deferral / active EE | $0 | $347-100.0% | $26-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,369-100.0% | $312-100.0% |