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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928059 | Actuarial | $168,703 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS LLC Service code 28 C/O IFM INV,114 W 47TH ST, 26TH FLR · NEW YORK, NY 10036 | Investment Management | $120,584 |
MEKETA INVESTMENT GROUP10+ years Filed as: MEKETA INVESTMENT GRP LLP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $98,887 |
BENESYS, INC.7 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $88,821 |
THE SEGAL COMPANY7 years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 04-2489114 | Legal | $63,717 |
Service code 19 · EIN 93-1799133 | Securities Custodian | $61,829 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JP MORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $60,550 |
HARBOURVEST PARTNERS LP1 year Service code 28 · EIN 74-3130888 | Investment Management | $38,034 |
AEW CAPITAL MANAGEMENT3 years Service code 28 · EIN 47-2433241 | Investment Management | $32,969 |
Filed as: ENTRUST GLOBAL PARTNERS Service code 28 · EIN 90-0644478 | Investment Management | $32,213 |
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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 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 8.41% | 8.76%-0.4pp | 7.19%+1.2pp | 8.76%-0.4pp |
| Employer contribution / active EE | $16,527 | $16,664-0.8% | $35,958-54.0% | $16,664-0.8% |
| Participant deferral / active EE | $0 | $948-100.0% | $162-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |