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| Provider | Service type | Compensation |
|---|---|---|
YWCA RETIREMENT FUND STAFF3+ years Service code 35 · EIN 13-1624231 52 VANDERBILT AVE · NEW YORK, NY 10017 | Employee (plan sponsor) | $2,509,619 |
PROCENTIA2 years Filed as: PROCENTIA, INC. Service code 16 · EIN 36-4120902 1540 EAST DUNDEE RD · PALATINE, IL 60074 | Consulting | $1,601,369 |
BRAUSE REALTY3+ years Filed as: BRAUSE REALTY, INC Service code 32 · EIN 13-1985283 52 VANDERBILT AVE · NEW YORK, NY 10017 | Real estate brokerage | $494,204 |
MERCER1 year Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $291,956 |
OXFORD HEALTH PLANS2 years Service code 23 · EIN 22-2797560 4 RESEARCH DR · SHELTON, CT 06484 | Insurance services | $288,978 |
BENNETT BUTLER LLC3+ years Service code 16 · EIN 27-1695791 240 EAST 82ND ST · NEW YORK, NY 10028 | Consulting | $288,849 |
ROCKEFELLER3+ years Filed as: ROCKEFELLER & CO. Service code 28 · EIN 30-3006584 10 ROCKEFELLER PLAZA · NEW YORK, NY 72038 | Investment Management | $250,804 |
MCDERMOTT WILL & EMERY LLP2 years Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 · EIN 36-1453176 500 NORTH CAPITAL ST NW · WASHINGTON, DC 20001 | Legal | $205,390 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK Service code 19 · EIN 13-4994650 4 NEW YORK PLAZA · NEW YORK, NY 10004 | Securities Custodian | $189,387 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS OF NEW YORK, INC Service code 53 · EIN 13-2695427 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Commissions | $161,561 |
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 6.21% | 20.78%-14.6pp | 10.36%-4.2pp | 16.32%-10.1pp |
| Employer contribution / active EE | $2,042 | $15,647-86.9% | $37,738-94.6% | $12,766-84.0% |
| Participant deferral / active EE | $287 | $179+60.5% | $137+109.4% | $800-64.2% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |