| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,276,229 |
HAMILTON LANE ADVISORS, LLC3+ years Service code 28 · EIN 23-2962336 | Investment Management | $1,184,325 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON INVEST CAYMAN-W SCOTT Service code 28 | Investment Management | $855,752 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $790,243 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMESSQUARE CAPITAL MGMT LLC Service code 28 · EIN 20-1665304 | Investment Management | $307,232 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $302,684 |
Filed as: PANAGORA INVESTMENT MANAGEMENT Service code 28 · EIN 04-3063840 | Investment Management | $242,100 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $211,282 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART BOERNER VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $209,298 |
CREWS MACQUARRIE & ASSOC3+ years Filed as: CREWS MACQUARRIE & ASSOC, INC Service code 11 · EIN 38-3647875 | Actuarial | $199,034 |
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 | $14,491,905-100.0% | $158,640-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 22.2%-22.2pp | 5.3%-5.3pp |
| Annual return | 11.87% | 1057.21%-1045.3pp | 10.66%+1.2pp | 1057.21%-1045.3pp |
| Employer contribution / active EE | $718 | $14,374-95.0% | $30,880-97.7% | $14,374-95.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $65-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,478-100.0% | $81,210-100.0% |