| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER10+ years Service code 28 · EIN 98-0501379 | Investment Management | $3,850,329 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: JP MORGAN ASSET MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,781,322 |
HAMILTON LANE ADVISORS, LLC8 years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $1,624,337 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA ALTERNATIVE ASSET MANAGEMENT Service code 28 · EIN 13-3863170 | Investment Management | $1,463,399 |
SHERIDAN ROAD ADVISORS LLC6 years Filed as: HUB INTERNATIONAL INSURANCE SERVICE Service code 23 · EIN 33-0315047 | Insurance services; Insurance brokera... | $1,216,210 |
ACADIAN ASSET MANAGEMENT LLC7 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $1,177,529 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 50-0530199 | Investment Management | $1,079,431 |
Filed as: WALTER SCOTT PARTNERS LIMITED Service code 28 · EIN 98-0465834 | Investment Management | $1,052,567 |
WILLIAM BLAIR9 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 27-6331814 | Investment Management | $822,406 |
THE SEGAL COMPANY4 years Filed as: NIGRO, KARLIN, SEGAL & FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $659,214 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 7.63% | 8.85%-1.2pp | 6.89%+0.7pp | 8.85%-1.2pp |
| Employer contribution / active EE | $11,357 | $8,529+33.2% | $43,868-74.1% | $8,529+33.2% |
| Participant deferral / active EE | $0 | $399-100.0% | $44-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |