Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
YWCA RETIREMENT FUND STAFF4+ years Service code 35 · EIN 13-1624231 52 VANDERBILT AVE · NEW YORK, NY 10017 | Employee (plan sponsor) | $2,295,815 |
PROCENTIA1 year Service code 16 · EIN 36-4120902 1540 EAST DUNDEE RD · PALATINE, IL 60074 | Consulting | $1,174,916 |
BRAUSE REALTY1 year Service code 32 · EIN 13-1985283 52 VANDERBILT AVE · NEW YORK, NY 10017 | Real estate brokerage | $455,893 |
Filed as: STRATEGIC INVESTMENT MANAGEMENT Service code 28 · EIN 52-1540171 1001 19TH STREET NORTH · ARLINGTON, VA 22209 | Investment Management | $445,187 |
POINTS NORTH1 year Service code 16 · EIN 41-1791823 371 CANAL PARK DR · DULUTH, MN 55802 | Consulting | $417,588 |
Filed as: OXFORD Service code 23 · EIN 22-2797560 4 RESEARCH DR · SHELTON, CT 06484 | Insurance services | $248,022 |
ROCKEFELLER1 year Filed as: ROCKEFELLER & CO Service code 28 · EIN 30-3006584 10 ROCKEFELLER PLAZA · NEW YORK, NY 72038 | Investment Management | $227,764 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK Service code 19 · EIN 13-4994650 4 NEW YORK PLAZA · NEW YORK, NY 10004 | Securities Custodian | $222,568 |
MCDERMOTT WILL & EMERY LLP3 years Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 · EIN 36-1453176 500 NORTH CAPITAL ST NW · WASHINGTON, DC 20001 | Legal | $214,215 |
BENNETT BUTLER LLC1 year Filed as: BENNETT BUTLER Service code 16 · EIN 27-1695791 240 EAST 82ND ST · NEW YORK, NY 10028 | Consulting | $207,460 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
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 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.59% | -1.92%-2.7pp | -2.18%-2.4pp | 73.13%-77.7pp |
| Employer contribution / active EE | $2,049 | $10,821-81.1% | $38,751-94.7% | $8,421-75.7% |
| Participant deferral / active EE | $292 | $182+60.2% | $151+93.3% | $293-0.5% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |