| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $1,325,779 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $985,328 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON INVEST CAYMAN-W SCOTT Service code 28 | Investment Management | $705,295 |
HAMILTON LANE ADVISORS, LLC7+ years Service code 28 · EIN 23-2962336 | Investment Management | $535,329 |
TIMES SQUARE CAPITAL MANAGEMENT7+ years Filed as: TIMESSQUARE CAPITAL MGMT LLC Service code 28 · EIN 20-1665304 | Investment Management | $344,797 |
Service code 11 · EIN 26-1370698 | Actuarial | $339,402 |
THE SEGAL COMPANY7+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $321,964 |
Filed as: BRANDYWINE INVESTMENT MGMT, LLC Service code 28 1735 MARKET ST, SUITE 1800 · PHILADELPHIA, PA 19103 | Investment Management | $253,893 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $235,000 |
PANAGORA ASSET MANAGEMENT2 years Service code 28 · EIN 04-3063840 | Investment Management | $231,978 |
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 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 14.19% | 13.51%+0.7pp | 10.41%+3.8pp | 13.51%+0.7pp |
| Employer contribution / active EE | $1,206 | $8,170-85.2% | $31,248-96.1% | $8,170-85.2% |
| Participant deferral / active EE | $0 | $488-100.0% | $4-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |