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| Provider | Service type | Compensation |
|---|---|---|
YWCA RETIREMENT FUND STAFF1+ years Service code 35 · EIN 13-1624231 52 VANDERBILT AVENUE · NEW YORK, NY 10017 | Employee (plan sponsor) | $2,296,987 |
PROCENTIA1+ years Filed as: PROCENTIA, INC Service code 16 · EIN 36-4120902 1540 EAST DUNDEE ROAD · PALATINE, IL 60074 | Consulting | $1,232,209 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Securities Custodian | $533,533 |
BRAUSE REALTY1+ years Filed as: BRAUSE REALTY, INC Service code 32 · EIN 13-1985283 52 VANDERBILT AVENUE · NEW YORK, NY 10017 | Real estate brokerage | $462,945 |
BENNETT BUTLER LLC1+ years Service code 16 · EIN 27-1695791 240 EAST 82ND STREET · NEW YORK, NY 10028 | Consulting | $292,147 |
OXFORD HEALTH PLANS1+ years Filed as: OXFORD HEALTH INSURANCE Service code 23 · EIN 22-2797560 PO BOX 1697 · NEWARK, NJ 07101 | Insurance services | $276,279 |
MERCER1+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $203,255 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CAPITAL MANAGEMENT Service code 28 · EIN 42-1074725 TRUST OPERATIONS · MINNEAPOLIS, MN 55485 | Investment Management | $201,216 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS OF NEW YORK Service code 53 · EIN 13-2695427 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Commissions | $162,244 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT,WILL & EMERY LLP Service code 29 · EIN 36-1453176 PO BOX 7247-6751 · PHILADELPHIA, PA 19170 | Legal | $147,934 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $846,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -4.77% | 3.11%-7.9pp | -0.81%-4.0pp | 3.11%-7.9pp |
| Employer contribution / active EE | $2,033 | $9,361-78.3% | $38,425-94.7% | $9,361-78.3% |
| Participant deferral / active EE | $279 | $375-25.6% | $315-11.7% | $375-25.6% |
| Admin fee / account holder | $0 | $0 | $15,697-100.0% | - |