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| Provider | Service type | Compensation |
|---|---|---|
YWCA RETIREMENT FUND STAFF7+ years Service code 35 · EIN 13-1624231 55 BROADWAY · NEW YORK, NY 10006 | Employee (plan sponsor) | $2,306,798 |
Filed as: STRATEGIC INVESTMENT MANAGEMENT Service code 28 · EIN 52-1540171 1001 19TH STREET NORTH · ARLINGTON, VA 22209 | Investment Management | $1,053,870 |
PROCENTIA4 years Service code 16 · EIN 36-4120902 1540 EAST DUNDEE RD · PALATINE, IL 60074 | Consulting | $387,225 |
ANGELO GORDON2 years Filed as: ANGELO, GORDON & CO. Service code 52 · EIN 13-3478879 245 PARK AVENUE · NEW YORK, NY 10167 | Indirect Investment Fees | $365,864 |
OXFORD FINANCIAL GROUP, LTD4 years Filed as: OXFORD Service code 23 · EIN 22-2797560 4 RESEARCH DR · SHELTON, CT 06484 | Insurance services | $245,019 |
COMPUTER ST. LOUIS2 years Filed as: COMPUTER DESIGN & INTEGRATION LLC Service code 15 · EIN 13-3823827 696 RT 46 WEST · TETERBORO, NJ 07608 | Recordkeeping | $226,617 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS OF NY Service code 53 · EIN 13-2695427 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Commissions | $210,067 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN CHASE BANK Service code 19 · EIN 13-4994650 4 NEW YORK PLAZA · NEW YORK, NY 10004 | Securities Custodian | $176,514 |
MERCER7+ years Service code 11 · EIN 13-2834414 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $170,500 |
Service code 49 · EIN 47-5491841 7 WEST 45TH ST · NEW YORK, NY 10036 | Other Services | $133,302 |
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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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 5.61% | 19.39%-13.8pp | 8.95%-3.3pp | 19.39%-13.8pp |
| Employer contribution / active EE | $2,235 | $8,446-73.5% | $46,559-95.2% | $8,446-73.5% |
| Participant deferral / active EE | $361 | $353+2.1% | $131+174.4% | $353+2.1% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |