| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER9+ years Service code 28 · EIN 98-0501379 | Investment Management | $3,836,770 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN ASSET MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $3,056,793 |
Filed as: WALTER SCOTT PARTNERS LIMITED Service code 28 · EIN 98-0465834 | Investment Management | $1,686,175 |
HAMILTON LANE ADVISORS, LLC7 years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $1,421,504 |
SHERIDAN ROAD ADVISORS LLC5 years Filed as: HUB INTERNATIONAL INSURANCE SERVICE Service code 23 · EIN 33-0315047 | Insurance services; Insurance brokera... | $1,256,582 |
ACADIAN ASSET MANAGEMENT LLC6 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $1,083,214 |
Filed as: VOYA ALTERNATIVE ASSET MANAGEMENT Service code 28 · EIN 13-3863170 | Investment Management | $961,080 |
LAZARD ASSET MANAGEMENT9+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 50-0530199 | Investment Management | $917,898 |
WILLIAM BLAIR8 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 27-6331814 | Investment Management | $745,671 |
THE SEGAL COMPANY3 years Filed as: NIGRO, KARLIN, SEGAL & FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $633,656 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $331,632-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 12.80% | 13.18%-0.4pp | 10.60%+2.2pp | 13.18%-0.4pp |
| Employer contribution / active EE | $8,860 | $8,469+4.6% | $43,831-79.8% | $8,469+4.6% |
| Participant deferral / active EE | $0 | $322-100.0% | $166-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $25,063-100.0% | - |