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| Provider | Service type | Compensation |
|---|---|---|
JESSICA SCHNEIDER1+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $116,178 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $107,250 |
ANDREA KRUSZEWSKI1+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $93,645 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $90,000 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $87,854 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $84,217 |
MARILEE HUFNAGEL1+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $65,181 |
TONI DICLEMENTE1+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $63,629 |
Filed as: HANCOCK Service code 28 · EIN 04-1414660 | Investment Management | $59,943 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO, LP Service code 28 · EIN 04-3520219 | Investment Management | $57,699 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -2.20% | 1.36%-3.6pp | -1.61%-0.6pp | 1.67%-3.9pp |
| Employer contribution / active EE | $13,338 | $10,832+23.1% | $30,840-56.8% | $10,506+27.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |