| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN ASSET MANAGEMENT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,378,406 |
ZENITH AMERICAN SOLUTIONS5+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $880,510 |
HAMILTON LANE ADVISORS, LLC5+ years Service code 28 · EIN 23-2962336 | Investment Management | $852,346 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON INVEST CAYMAN-W SCOTT Service code 28 PO BOX 309 UGLAND HOUSE · GEORGE TOWN, KY 11104 | Investment Management | $661,608 |
Filed as: HORIZON ACTUARIAL SERVICES, INC. Service code 11 · EIN 26-1370698 | Actuarial | $427,410 |
TIMES SQUARE CAPITAL MANAGEMENT5+ years Filed as: TIMESSQUARE CAPITAL MGMT LLC Service code 28 · EIN 20-1665304 | Investment Management | $246,099 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $208,440 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $166,798 |
Filed as: BRANDYWINE GLOBAL OPPORTUNITY FUND Service code 28 · EIN 51-0412248 | Investment Management | $153,852 |
Filed as: PANAGORA INVESTMENT MANAGEMENT Service code 28 · EIN 04-3063840 | Investment Management | $153,655 |
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 | $894,319,009-100.0% | $177,834-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 14.29% | 24.48%-10.2pp | 11.67%+2.6pp | 24.48%-10.2pp |
| Employer contribution / active EE | $794 | $9,418-91.6% | $28,376-97.2% | $9,418-91.6% |
| Participant deferral / active EE | $0 | $501-100.0% | $46-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $15,617-100.0% | $2,968,729-100.0% |