| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER8+ years Service code 28 · EIN 98-0501379 | Investment Management | $26,213,462 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN ASSET MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $3,100,985 |
Filed as: WALTER SCOTT PARTNERS LIMITED Service code 28 · EIN 98-0465834 | Investment Management | $1,722,611 |
HAMILTON LANE ADVISORS, LLC6 years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $1,376,794 |
Filed as: VOYA ALTERNATIVE ASSET MANAGEMENT Service code 28 · EIN 13-3863170 | Investment Management | $1,135,615 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL INSURANCE SERVICE Service code 23 · EIN 33-0315047 | Insurance brokerage commissions and f... | $1,054,579 |
ACADIAN ASSET MANAGEMENT LLC5 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $929,213 |
WILLIAM BLAIR7 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 27-6331814 | Investment Management | $814,301 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 50-0530199 | Investment Management | $764,129 |
THE SEGAL COMPANY2 years Filed as: NIGRO, KARLIN, SEGAL & FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $645,139 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $268,676-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -12.00% | 7.68%-19.7pp | -10.68%-1.3pp | 7.68%-19.7pp |
| Employer contribution / active EE | $10,614 | $9,142+16.1% | $48,995-78.3% | $9,142+16.1% |
| Participant deferral / active EE | $0 | $462-100.0% | $360-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $4,366-100.0% | $19,323-100.0% |