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| Provider | Service type | Compensation |
|---|---|---|
YWCA RETIREMENT FUND STAFF5+ years Service code 35 · EIN 13-1624231 52 VANDERBILT AVE · NEW YORK, NY 10017 | Employee (plan sponsor) | $2,113,468 |
Filed as: STRATEGIC INVESTMENT MANAGEMENT Service code 28 · EIN 52-1540171 1001 19TH STREET NORTH · ARLINGTON, VA 22209 | Investment Management | $1,194,216 |
BRAUSE REALTY2 years Service code 32 · EIN 13-1985283 52 VANDERBILT AVE · NEW YORK, NY 10017 | Real estate brokerage | $473,478 |
PROCENTIA2 years Service code 16 · EIN 36-4120902 1540 EAST DUNDEE RD · PALATINE, IL 60074 | Consulting | $389,684 |
OXFORD FINANCIAL GROUP, LTD2 years Filed as: OXFORD Service code 23 · EIN 22-2797560 4 RESEARCH DR · SHELTON, CT 06484 | Insurance services | $267,717 |
MERCER5+ years Service code 11 · EIN 13-2834414 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $182,340 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK Service code 19 · EIN 13-4994650 4 NEW YORK PLAZA · NEW YORK, NY 10004 | Securities Custodian | $181,615 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS OF NY Service code 53 · EIN 13-2695427 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Commissions | $178,749 |
CREATIVE ASSOCIATES5+ years Service code 16 · EIN 22-2465113 44 PARK AVE · MADISON, NJ 07940 | Consulting | $121,968 |
MCDERMOTT WILL & EMERY LLP4 years Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 · EIN 36-1453176 500 NORTH CAPITAL ST NW · WASHINGTON, DC 20001 | Legal | $121,043 |
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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.
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 9.10% | 14.29%-5.2pp | 14.64%-5.5pp | 21.83%-12.7pp |
| Employer contribution / active EE | $2,101 | $12,083-82.6% | $41,831-95.0% | $12,237-82.8% |
| Participant deferral / active EE | $317 | $70+354.6% | $200+58.6% | $987-67.9% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |