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| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD3+ years Filed as: IFM INVESTORS PTY LTD. Service code 28 114 W 47TH ST 26TH FL · NEW YORK, NY 10036 | Investment Management | $561,990 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 80-0618452 | Investment Management | $309,806 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 | Investment Management | $167,902 |
CONGRESS ASSET MANAGEMENT2 years Service code 28 · EIN 13-4019460 | Investment Management | $114,189 |
WILSON-MCSHANE CORPORATION3+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $113,650 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485295 | Advisory (Plan) | $91,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $77,760 |
Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $74,466 |
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 28 · EIN 41-1460668 | Investment Management | $70,687 |
Service code 29 · EIN 91-0889948 | Legal | $48,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 16.51% | 12.92%+3.6pp | 10.36%+6.1pp | 17.84%-1.3pp |
| Employer contribution / active EE | $15,001 | $14,070+6.6% | $37,738-60.2% | $14,688+2.1% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |