| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER4+ years Service code 51 · EIN 98-0501379 | Investment Mgmt Fees | $10,117,157 |
Filed as: GRANTHAM MAYO VAN OTTELOO CO LLC Service code 28 · EIN 04-2691242 | Investment Management | $2,341,031 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN ASSET MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,033,852 |
ARTISAN PARTNERS2 years Filed as: ARTISAN GLOBAL PARTNERS Service code 28 · EIN 39-1807188 | Investment Management | $1,875,456 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $1,744,911 |
Filed as: WALTER SCOTT PARTNERS LIMITED Service code 28 · EIN 98-0465834 | Investment Management | $1,486,252 |
Filed as: VOYA ALTERNATIVE ASSET MANAGEMENT Service code 28 · EIN 13-3863170 | Investment Management | $1,462,651 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 80-0169636 | Investment Management | $1,311,031 |
SYMPHONY ASSET MANAGEMENT3 years Service code 28 · EIN 94-3252504 | Investment Management | $1,075,827 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $1,058,606 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $261,924-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | -3.65% | -1.95%-1.7pp | -2.99%-0.7pp | -1.95%-1.7pp |
| Employer contribution / active EE | $9,321 | $9,243+0.8% | $41,623-77.6% | $9,243+0.8% |
| Participant deferral / active EE | $0 | $425-100.0% | $35-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $38,841-100.0% | $62,356-100.0% |