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| Provider | Service type | Compensation |
|---|---|---|
JESSICA SCHNEIDER6+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $132,688 |
ABERDEEN ASSET MANAGEMENT, INC.6+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $126,636 |
MEKETA INVESTMENT GROUP6+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $117,563 |
ANDREA KRUSZEWSKI6+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $105,600 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $93,000 |
MARILEE HUFNAGEL6+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $75,845 |
TONI DICLEMENTE6+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $73,763 |
IFM INVESTORS PTY LTD6+ years Filed as: IFM INVESTORS, LLC Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $65,576 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $63,607 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2683227 | Investment Management | $52,478 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.13% | 6.82%+5.3pp | 8.01%+4.1pp | 12.86%-0.7pp |
| Employer contribution / active EE | $14,980 | $12,695+18.0% | $29,476-49.2% | $13,687+9.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |