| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,297,054 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $863,236 |
HAMILTON LANE ADVISORS, LLC6+ years Service code 28 · EIN 23-2962336 | Investment Management | $629,722 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON INVEST CAYMAN-W SCOTT Service code 28 | Investment Management | $411,720 |
THE SEGAL COMPANY6+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $291,627 |
Service code 11 · EIN 26-1370698 | Actuarial | $278,708 |
TIMES SQUARE CAPITAL MANAGEMENT6+ years Filed as: TIMESSQUARE CAPITAL MGMT LLC Service code 28 · EIN 20-1665304 | Investment Management | $252,403 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $221,532 |
Service code 28 · EIN 04-3063840 | Investment Management | $198,592 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $172,791 |
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 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 12.53% | 13.80%-1.3pp | 9.65%+2.9pp | 13.80%-1.3pp |
| Employer contribution / active EE | $1,137 | $10,386-89.0% | $27,458-95.9% | $10,386-89.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $33-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |