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| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD5 years Service code 28 C/O IFM INV,114 W 47TH ST, 26TH FLR · NEW YORK, NY 10036 | Investment Management | $152,492 |
BMO HARRIS BANK NA5 years Service code 28 · EIN 36-2085229 | Investment Management | $129,100 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1928059 | Actuarial | $105,242 |
MEKETA INVESTMENT GROUP8+ years Filed as: MEKETA INVESTMENT GRP LLP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $102,500 |
BENESYS, INC.5 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $88,800 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL Service code 28 | Investment Management | $51,670 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $50,788 |
THE SEGAL COMPANY5 years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 04-2489114 | Legal | $37,052 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $35,253 |
Service code 28 · EIN 04-2429117 | Investment Management | $34,972 |
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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 | $164,233-100.0% | $104,068-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -9.59% | 2.77%-12.4pp | -10.12%+0.5pp | 2.77%-12.4pp |
| Employer contribution / active EE | $15,397 | $15,262+0.9% | $47,166-67.4% | $15,262+0.9% |
| Participant deferral / active EE | $0 | $691-100.0% | $492-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,025-100.0% | $1,015-100.0% |