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| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD8+ years Service code 28 114 W 47TH ST FL 26 · NEW YORK, NY 10036 | Investment Management | $834,431 |
E.I.S.B., INC.8+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $456,508 |
Filed as: NATIONAL REAL ESTATE ADVISORS, INC Service code 28 · EIN 26-2237421 | Investment Management | $386,377 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $318,896 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $306,999 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $250,335 |
ALAN BILLER & ASSOCIATES5 years Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $105,000 |
FOSTER & FOSTER3 years Service code 11 · EIN 59-1921114 | Actuarial | $59,000 |
COMERICA BANK8+ years Service code 18 · EIN 94-6062674 | Shareholder servicing fees; Float rev... | $44,132 |
DAVID CRUTCHER8+ years Service code 29 · EIN 20-3194050 | Legal | $34,852 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.82% | -7.95%-3.9pp | -5.85%-6.0pp | 23.41%-35.2pp |
| Employer contribution / active EE | $13,711 | $13,972-1.9% | $31,839-56.9% | $12,650+8.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |