| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER5+ years Service code 28 · EIN 98-0501379 | Investment Management | $6,116,310 |
Filed as: VOYA ALTERNATIVE ASSET MANAGEMENT Service code 28 · EIN 13-3863170 | Investment Management | $3,257,063 |
HAMILTON LANE ADVISORS, LLC3 years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $2,754,257 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN ASSET MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,230,814 |
ARTISAN PARTNERS3 years Filed as: ARTISAN GLOBAL PARTNERS Service code 28 · EIN 39-1807188 | Investment Management | $1,750,002 |
NATIONAL INVESTMENT SERVICES3 years Service code 28 · EIN 80-0169636 | Investment Management | $1,591,504 |
Filed as: WALTER SCOTT PARTNERS LIMITED Service code 28 · EIN 98-0465834 | Investment Management | $1,442,830 |
Filed as: GRANTHAM MAYO VAN OTTELOO CO LLC Service code 28 · EIN 04-2691242 | Investment Management | $1,423,850 |
NEWTON3 years Filed as: NEWTON CAPITAL MANAGEMENT LLC Service code 28 · EIN 25-6078093 | Investment Management | $994,249 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 50-0530199 | Investment Management | $981,002 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $248,520-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 13.71% | 24.48%-10.8pp | 239.57%-225.9pp | 24.48%-10.8pp |
| Employer contribution / active EE | $9,578 | $9,418+1.7% | $43,837-78.2% | $9,418+1.7% |
| Participant deferral / active EE | $0 | $501-100.0% | $575-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,083-100.0% | $2,968,729-100.0% |