| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER6+ years Service code 28 · EIN 98-0501379 | Investment Management | $6,203,382 |
HAMILTON LANE ADVISORS, LLC4 years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $4,434,800 |
Filed as: VOYA ALTERNATIVE ASSET MANAGEMENT Service code 28 · EIN 13-3863170 | Investment Management | $2,236,766 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN ASSET MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,020,413 |
ARTISAN PARTNERS4 years Filed as: ARTISAN GLOBAL PARTNERS Service code 28 · EIN 39-1807188 | Investment Management | $2,003,736 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 · EIN 80-0169636 | Investment Management | $1,655,318 |
Filed as: WALTER SCOTT PARTNERS LIMITED Service code 28 · EIN 98-0465834 | Investment Management | $1,342,634 |
NEWTON4 years Filed as: NEWTON CAPITAL MANAGEMENT LLC Service code 28 · EIN 25-6078093 | Investment Management | $1,038,413 |
Filed as: ABS INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-4205457 | Investment Management | $966,011 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 50-0530199 | Investment Management | $904,140 |
Annual investment return 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 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 7.90% | 13.80%-5.9pp | 10.03%-2.1pp | 13.80%-5.9pp |
| Employer contribution / active EE | $8,691 | $10,386-16.3% | $38,789-77.6% | $10,386-16.3% |
| Participant deferral / active EE | $0 | $448-100.0% | $74-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |