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| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD10+ years Service code 28 114 W 47TH ST FL 26 · NEW YORK, NY 10036 | Investment Management | $589,141 |
E.I.S.B., INC.10+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $507,578 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $337,731 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $280,212 |
Filed as: NATIONAL REAL ESTATE ADVISORS, INC Service code 28 · EIN 26-2237421 | Investment Management | $236,028 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $220,137 |
ALAN BILLER & ASSOCIATES7 years Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $103,583 |
FOSTER & FOSTER5 years Service code 11 · EIN 59-1921114 | Actuarial | $58,100 |
COMERICA BANK10+ years Service code 18 · EIN 94-6062674 | Custodial (other than securities); Ot... | $54,125 |
DAVID CRUTCHER10+ years Service code 29 · EIN 20-3194050 | Legal | $29,578 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.01% | 10.33%+0.7pp | 8.10%+2.9pp | 9.30%+1.7pp |
| Employer contribution / active EE | $16,949 | $14,972+13.2% | $28,649-40.8% | $12,551+35.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |