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| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD2 years Service code 28 C/O IFM INV,114 W 47TH ST, 26TH FLR · NEW YORK, NY 10036 | Investment Management | $157,611 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928059 | Actuarial | $103,910 |
BMO HARRIS BANK NA2 years Service code 28 · EIN 36-2085229 | Investment Management | $103,661 |
MEKETA INVESTMENT GROUP5+ years Filed as: MEKETA INVESTMENT GRP LLP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $93,075 |
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $88,800 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, NA Service code 28 · EIN 13-4994650 | Investment Management | $58,860 |
Service code 28 · EIN 04-2429117 | Investment Management | $56,114 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $47,301 |
THE SEGAL COMPANY2 years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 04-2489114 | Legal | $36,698 |
HEXAVEST INC.2 years Service code 28 | Investment Management | $36,354 |
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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 | $3,370,408-100.0% | $192,455-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 27.6%-27.6pp | 1.2%-1.2pp |
| Annual return | 17.35% | 53.27%-35.9pp | 50.81%-33.5pp | 53.27%-35.9pp |
| Employer contribution / active EE | $13,081 | $14,774-11.5% | $42,739-69.4% | $14,774-11.5% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $90-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,268-100.0% | $13,289-100.0% |