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| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD2 years Service code 28 · EIN 98-0569684 | Investment Management | $2,024,956 |
ACCOUNTING DEPARTMENT4+ years Filed as: MIS DEPARTMENT Service code 30 · EIN 13-3467049 | Employee (plan); Direct payment from ... | $1,827,862 |
Filed as: GRANTHAM MAYO VAN OTTERLOO CO LLC Service code 28 · EIN 45-2174907 | Investment Management | $1,376,711 |
Filed as: J. P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,359,833 |
ACCOUNTING DEPARTMENT4+ years Filed as: REMITTANCE PROCESSING DEPARTMENT Service code 30 · EIN 13-3467049 | Employee (plan); Direct payment from ... | $980,614 |
ACCOUNTING DEPARTMENT4+ years Filed as: CONTRIBUTION SERVICES DEPARTMENT Service code 30 · EIN 13-3467049 | Employee (plan); Direct payment from ... | $881,167 |
ALINDA4+ years Service code 28 · EIN 20-3103500 | Investment Management | $808,574 |
BDO USA, LLP4+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $801,073 |
BENEFITS DEPARTMENT4+ years Service code 30 · EIN 13-3467049 | Direct payment from the plan; Employe... | $787,676 |
EXECUTIVE INSURANCE AGENCY INC4+ years Filed as: EXECUTIVE DEPARTMENT Service code 30 · EIN 13-3467049 | Employee (plan); Direct payment from ... | $622,924 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $261,924-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | -1.16% | -1.95%+0.8pp | -2.99%+1.8pp | -1.95%+0.8pp |
| Employer contribution / active EE | $6,432 | $9,243-30.4% | $41,623-84.5% | $9,243-30.4% |
| Participant deferral / active EE | $0 | $425-100.0% | $35-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $38,841-100.0% | $62,356-100.0% |