| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN ASSET MANAGEMENT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,368,420 |
HAMILTON LANE ADVISORS, LLC4+ years Service code 28 · EIN 23-2962336 | Investment Management | $1,072,193 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $990,557 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON INVEST CAYMAN-W SCOTT Service code 28 | Investment Management | $758,593 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $381,190 |
Filed as: HORIZON INC. Service code 11 · EIN 26-1370698 | Actuarial | $305,541 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Filed as: TIMESSQUARE CAPITAL MGMT LLC Service code 28 · EIN 20-1665304 | Investment Management | $278,336 |
Filed as: PANAGORA INVESTMENT MANAGEMENT Service code 28 · EIN 04-3063840 | Investment Management | $231,891 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $208,349 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $175,276 |
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 | $7,764,297-100.0% | $192,869-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -1.44% | -1.95%+0.5pp | -0.77%-0.7pp | -1.95%+0.5pp |
| Employer contribution / active EE | $715 | $9,243-92.3% | $29,514-97.6% | $9,243-92.3% |
| Participant deferral / active EE | $0 | $425-100.0% | $36-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $42,257-100.0% | $62,356-100.0% |