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| Provider | Service type | Compensation |
|---|---|---|
IFM INVESTORS PTY LTD9+ years Service code 28 114 W 47TH ST FL 26 · NEW YORK, NY 10036 | Investment Management | $810,670 |
E.I.S.B., INC.9+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $383,553 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $307,896 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $276,192 |
Filed as: NATIONAL REAL ESTATE ADVISORS, INC Service code 28 · EIN 26-2237421 | Investment Management | $276,192 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $255,323 |
ALAN BILLER & ASSOCIATES6 years Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $105,000 |
FOSTER & FOSTER4 years Service code 11 · EIN 59-1921114 | Actuarial | $56,000 |
COMERICA BANK9+ years Service code 18 · EIN 94-6062674 | Other investment fees and expenses; O... | $37,367 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $27,350 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 12.58% | 7.95%+4.6pp | 20.18%-7.6pp | 9.11%+3.5pp |
| Employer contribution / active EE | $15,368 | $14,684+4.7% | $29,108-47.2% | $12,231+25.6% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |