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| Provider | Service type | Compensation |
|---|---|---|
YWCA RETIREMENT FUND STAFF6+ years Service code 35 · EIN 13-1624231 55 BROADWAY · NEW YORK, NY 10006 | Employee (plan sponsor) | $2,530,600 |
Service code 49 · EIN 47-5491841 7 WEST 45TH ST · NEW YORK, NY 10036 | Other Services | $1,110,162 |
Filed as: STRATEGIC INVESTMENT MANAGEMENT Service code 28 · EIN 52-1540171 1001 19TH STREET NORTH · ARLINGTON, VA 22209 | Investment Management | $962,061 |
PROCENTIA3 years Service code 16 · EIN 36-4120902 1540 EAST DUNDEE RD · PALATINE, IL 60074 | Consulting | $760,873 |
BRAUSE REALTY3 years Service code 32 · EIN 13-1985283 52 VANDERBILT AVE · NEW YORK, NY 10017 | Real estate brokerage | $415,448 |
EMPIRE OFFICE1 year Service code 49 · EIN 13-1945763 105 MADISON AVE · NEW YORK, NY 10016 | Other Services | $353,111 |
ANGELO GORDON1 year Filed as: ANGELO, GORDON & CO. Service code 52 · EIN 13-3478879 245 PARK AVENUE · NEW YORK, NY 10167 | Indirect Investment Fees | $265,035 |
OXFORD FINANCIAL GROUP, LTD3 years Filed as: OXFORD Service code 23 · EIN 22-2797560 4 RESEARCH DR · SHELTON, CT 06484 | Insurance services | $254,745 |
MERCER6+ years Service code 11 · EIN 13-2834414 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $240,900 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS OF NY Service code 53 · EIN 13-2695427 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Commissions | $190,043 |
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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.
Annual investment return 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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 7.20% | 5230.06%-5222.9pp | 9.52%-2.3pp | 5230.06%-5222.9pp |
| Employer contribution / active EE | $2,083 | $10,491-80.1% | $41,951-95.0% | $10,491-80.1% |
| Participant deferral / active EE | $323 | $460-29.9% | $18+1662.7% | $460-29.9% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |