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| Provider | Service type | Compensation |
|---|---|---|
JESSICA SCHNEIDER2+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $116,178 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $107,250 |
ANDREA KRUSZEWSKI2+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $94,545 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $93,837 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $90,000 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $82,345 |
MARILEE HUFNAGEL2+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $67,839 |
TONI DICLEMENTE2+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $65,047 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & CO, LP Service code 28 · EIN 04-3520219 | Investment Management | $63,510 |
Filed as: HANCOCK Service code 28 · EIN 04-1414660 | Investment Management | $58,835 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.52% | 3.49%+4.0pp | 4.16%+3.4pp | 7.18%+0.3pp |
| Employer contribution / active EE | $14,324 | $11,083+29.2% | $29,966-52.2% | $13,095+9.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |