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| Provider | Service type | Compensation |
|---|---|---|
JESSICA SCHNEIDER3+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $121,317 |
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $107,250 |
ANDREA KRUSZEWSKI3+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $97,019 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $93,460 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $91,500 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2683227 | Investment Management | $82,996 |
MARILEE HUFNAGEL3+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $69,813 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $68,815 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & CO, LP Service code 28 · EIN 04-3520219 | Investment Management | $67,585 |
TONI DICLEMENTE3+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $65,897 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.32% | 11.78%+1.5pp | 8.32%+5.0pp | 23.90%-10.6pp |
| Employer contribution / active EE | $17,694 | $11,309+56.5% | $30,793-42.5% | $16,539+7.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |