| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $965,143 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $758,636 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $499,498 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVEST ADVISORS Service code 28 · EIN 13-5673135 | Investment Management | $489,979 |
Service code 11 · EIN 26-1370698 | Actuarial | $372,173 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $361,101 |
TIMES SQUARE CAPITAL MANAGEMENT10+ years Filed as: TIMESSQUARE CAPITAL MGMT LLC Service code 28 · EIN 20-1665304 | Investment Management | $337,088 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $321,250 |
Filed as: BRANDYWINE INVESTMENT MGMT, LLC Service code 28 1735 MARKET ST, SUITE 1800 · PHILADELPHIA, PA 19103 | Investment Management | $251,285 |
HAMILTON LANE ADVISORS, LLC10+ years Service code 28 · EIN 23-2962336 | Investment Management | $214,198 |
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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 5.65% | 8.85%-3.2pp | 148.78%-143.1pp | 8.85%-3.2pp |
| Employer contribution / active EE | $1,150 | $8,529-86.5% | $26,858-95.7% | $8,529-86.5% |
| Participant deferral / active EE | $0 | $399-100.0% | $63-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |