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| Provider | Service type | Compensation |
|---|---|---|
ABERDEEN ASSET MANAGEMENT, INC.7+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $161,689 |
JESSICA SCHNEIDER7+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $133,900 |
MEKETA INVESTMENT GROUP7+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $121,000 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2683227 | Investment Management | $114,101 |
ANDREA KRUSZEWSKI7+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $106,962 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $94,833 |
TONI DICLEMENTE7+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $76,384 |
MARILEE HUFNAGEL7+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $76,052 |
IFM INVESTORS PTY LTD7+ years Filed as: IFM INVESTORS, LLC Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $74,226 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT,LLC Service code 28 1301 EAST 9TH STREET · CLEVELAND, OH 44114 | Investment Management | $67,590 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 15.50% | 19.37%-3.9pp | 11.08%+4.4pp | 15.63%-0.1pp |
| Employer contribution / active EE | $17,097 | $13,107+30.4% | $28,418-39.8% | $11,476+49.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |