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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2683227 | Investment Management | $156,654 |
JESSICA SCHNEIDER9+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $142,909 |
Filed as: SVB STRATEGIC INVESTORS FUND XI CAY Service code 28 2770 SAND HILL ROAD · MENLO PARK, CA 94025 | Investment Management | $139,778 |
ANDREA KRUSZEWSKI9+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $113,219 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $104,000 |
IFM INVESTORS PTY LTD9+ years Filed as: IFM INVESTORS, LLC Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $91,059 |
TONI DICLEMENTE9+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $81,795 |
ABERDEEN ASSET MANAGEMENT, INC.9+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $79,176 |
MARILEE HUFNAGEL9+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $78,047 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT,LLC Service code 28 1301 EAST 9TH STREET · CLEVELAND, OH 44114 | Investment Management | $71,328 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 7.34% | 7.15%+0.2pp | 20.18%-12.8pp | 37.77%-30.4pp |
| Employer contribution / active EE | $18,072 | $13,270+36.2% | $29,108-37.9% | $15,798+14.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |