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| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O5 years Service code 14 · EIN 94-1557079 | Plan Administrator | $6,364,072 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $2,044,500 |
Filed as: BNY MELLON Service code 19 · EIN 95-3571558 | Securities Custodian | $1,479,359 |
ENTRUST PARTNERS OFFSHORE LP2 years Filed as: ENTRUST Service code 28 · EIN 13-4021839 | Investment Management | $1,037,402 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN D BILLER ASSOCIATES INC. Service code 28 · EIN 94-2854958 | Investment Management | $1,004,848 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 20-3847783 | Investment Management | $611,834 |
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 52-6218800 | Investment Management | $533,750 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB ALLEGIANCE Service code 28 · EIN 80-0618452 | Investment Management | $522,590 |
AUDAX2 years Service code 28 · EIN 04-3525044 | Investment Management | $332,237 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $289,312 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 10.28% | 9.48%+0.8pp | 8.93%+1.4pp | 9.48%+0.8pp |
| Employer contribution / active EE | $16,173 | $11,440+41.4% | $26,306-38.5% | $11,440+41.4% |
| Participant deferral / active EE | $0 | $1,161-100.0% | $0-100.0% | $1,161-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |