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| Provider | Service type | Compensation |
|---|---|---|
YWCA RETIREMENT FUND STAFF8+ years Service code 35 · EIN 13-1624231 55 BROADWAY · NEW YORK, NY 10006 | Employee (plan sponsor) | $2,492,011 |
Filed as: STRATEGIC INVESTMENT MANAGEMENT Service code 28 · EIN 52-1540171 1001 19TH STREET NORTH · ARLINGTON, VA 22209 | Investment Management | $1,016,729 |
55 BROADWAY ASSOCIATES, LLC4 years Service code 32 · EIN 46-5136814 999 WATERSIDE DRIVE · NORFOLK, VA 23510 | Real estate brokerage | $568,791 |
ANGELO GORDON3 years Filed as: ANGELO, GORDON & CO. Service code 52 · EIN 13-3478879 245 PARK AVENUE · NEW YORK, NY 10167 | Indirect Investment Fees | $513,009 |
PROCENTIA5 years Service code 16 · EIN 36-4120902 1540 EAST DUNDEE ROAD · PALATINE, IL 60074 | Consulting | $494,620 |
COMPUTER ST. LOUIS3 years Filed as: COMPUTER DESIGN & INTEGRATION LLC Service code 15 · EIN 13-3823827 696 RT 46 WEST · TETERBORO, NJ 07608 | Recordkeeping | $353,062 |
OXFORD FINANCIAL GROUP, LTD5 years Filed as: OXFORD Service code 23 · EIN 22-2797560 4 RESEARCH DRIVE · SHELTON, CT 06484 | Insurance services | $293,185 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS OF NY Service code 53 · EIN 13-2695427 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Commissions | $217,210 |
MERCER8+ years Service code 11 · EIN 13-2834414 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $173,750 |
MCDERMOTT WILL & EMERY LLP7 years Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 · EIN 36-1453176 500 NORTH CAPITAL ST NW · WASHINGTON, DC 20001 | Legal | $155,435 |
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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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -5.34% | -6.02%+0.7pp | -3.21%-2.1pp | 23.41%-28.8pp |
| Employer contribution / active EE | $2,841 | $11,241-74.7% | $46,051-93.8% | $12,650-77.5% |
| Participant deferral / active EE | $463 | $120+286.8% | $31+1416.1% | $1,474-68.6% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |