| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,106,597 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $963,548 |
Filed as: BNY MELLON INVEST ADVISORS Service code 28 · EIN 13-5673135 | Investment Management | $706,057 |
HAMILTON LANE ADVISORS, LLC8+ years Service code 28 · EIN 23-2962336 | Investment Management | $454,978 |
THE SEGAL COMPANY8+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $400,885 |
Service code 11 · EIN 26-1370698 | Actuarial | $338,507 |
TIMES SQUARE CAPITAL MANAGEMENT8+ years Filed as: TIMESSQUARE CAPITAL MGMT LLC Service code 28 · EIN 20-1665304 | Investment Management | $269,045 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $235,039 |
Filed as: BRANDYWINE INVESTMENT MGMT, LLC Service code 28 1735 MARKET ST, SUITE 1800 · PHILADELPHIA, PA 19103 | Investment Management | $225,864 |
PANAGORA ASSET MANAGEMENT3 years Service code 28 · EIN 04-3063840 | Investment Management | $215,928 |
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 | $1,469,698-100.0% | $65,170-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -10.60% | 7.68%-18.3pp | 7.07%-17.7pp | 7.68%-18.3pp |
| Employer contribution / active EE | $1,177 | $9,142-87.1% | $34,847-96.6% | $9,142-87.1% |
| Participant deferral / active EE | $0 | $462-100.0% | $4-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $51-100.0% | $19,323-100.0% |