| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS9+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $1,030,193 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $927,312 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVEST ADVISORS Service code 28 · EIN 13-5673135 | Investment Management | $668,011 |
THE SEGAL COMPANY9+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $471,762 |
HAMILTON LANE ADVISORS, LLC9+ years Service code 28 · EIN 23-2962336 | Investment Management | $386,688 |
TIMES SQUARE CAPITAL MANAGEMENT9+ years Filed as: TIMESSQUARE CAPITAL MGMT LLC Service code 28 · EIN 20-1665304 | Investment Management | $295,709 |
Service code 11 · EIN 26-1370698 | Actuarial | $285,175 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $270,000 |
Filed as: BRANDYWINE INVESTMENT MGMT, LLC Service code 28 1735 MARKET ST, SUITE 1800 · PHILADELPHIA, PA 19103 | Investment Management | $261,306 |
PANAGORA ASSET MANAGEMENT4 years Service code 28 · EIN 04-3063840 | Investment Management | $240,227 |
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 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 7.71% | 13.18%-5.5pp | 14.20%-6.5pp | 13.18%-5.5pp |
| Employer contribution / active EE | $1,189 | $8,469-86.0% | $29,492-96.0% | $8,469-86.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $125-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |