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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928059 | Actuarial | $117,908 |
BMO HARRIS BANK NA3 years Service code 28 · EIN 36-2085229 | Investment Management | $111,495 |
MEKETA INVESTMENT GROUP6+ years Filed as: MEKETA INVESTMENT GRP LLP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $96,825 |
BENESYS, INC.3 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $88,800 |
IFM INVESTORS PTY LTD3 years Service code 28 C/O IFM INV,114 W 47TH ST, 26TH FLR · NEW YORK, NY 10036 | Investment Management | $79,385 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK, NA Service code 28 · EIN 13-4994650 | Investment Management | $60,643 |
Service code 28 · EIN 04-2429117 | Investment Management | $58,332 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $48,783 |
THE SEGAL COMPANY3 years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 04-2489114 | Legal | $40,542 |
HEXAVEST INC.3 years Service code 28 | Investment Management | $36,577 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $229,060-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 27.3%-27.3pp | 0.6%-0.6pp |
| Annual return | 5.02% | 11.45%-6.4pp | 7.48%-2.5pp | 11.45%-6.4pp |
| Employer contribution / active EE | $11,822 | $17,219-31.3% | $39,603-70.1% | $17,219-31.3% |
| Participant deferral / active EE | $0 | $357-100.0% | $172-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,197-100.0% | $15,480-100.0% |