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| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD1 year Service code 28 C/O IFM INV,114 W 47TH ST, 26TH FLR · NEW YORK, NY 10036 | Investment Management | $157,508 |
BMO HARRIS BANK NA1 year Service code 28 · EIN 36-2085229 | Investment Management | $124,097 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928059 | Actuarial | $103,988 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $88,685 |
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA INVESTMENT GRP LLP Service code 17 · EIN 04-2659023 | Pension Consulting | $80,597 |
Service code 28 · EIN 04-2429117 | Investment Management | $75,838 |
Filed as: JP MORGAN CHASE BANK, NA Service code 28 · EIN 13-4994650 | Investment Management | $62,673 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $61,117 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $39,911 |
THE SEGAL COMPANY1 year Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 04-2489114 | Legal | $38,371 |
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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 | $18,026,966-100.0% | $157,995-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 41.3%-41.3pp | 1.8%-1.8pp |
| Annual return | -5.03% | 0.19%-5.2pp | 83.75%-88.8pp | 0.19%-5.2pp |
| Employer contribution / active EE | $12,858 | $13,763-6.6% | $41,592-69.1% | $13,763-6.6% |
| Participant deferral / active EE | $0 | $804-100.0% | $77-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $678-100.0% | $426-100.0% |