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| Provider | Service type | Compensation |
|---|---|---|
MARIA JACINI2+ years Service code 30 · EIN 94-6128032 | Employee (plan); Direct payment from ... | $201,795 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 94-1503999 | Actuarial | $172,608 |
Filed as: HORIZON ACTURIAL SERVICES, LLC Service code 11 · EIN 26-1370698 | Actuarial | $114,939 |
PANAGORA ASSET MANAGEMENT2+ years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $113,291 |
REHN & ASSOCIATES1 year Service code 13 · EIN 41-1008626 | Contract Administrator | $109,951 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTOR PTY LTD Service code 28 114 WEST 47TH ST, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $107,820 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN BILLER AND ASSOCIATES Service code 17 · EIN 94-2854958 | Pension Consulting | $97,907 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $86,795 |
MCMORGAN & COMPANY LLC1 year Filed as: MCMORGAN & COMPANY, LLC Service code 28 · EIN 52-2334338 | Investment Management | $84,063 |
SUSAN FLAHERTY2+ years Filed as: SUSAN GUARINIELLO Service code 30 · EIN 94-6128032 | Employee (plan); Direct payment from ... | $64,702 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.75% | 11.78%-2.0pp | 8.32%+1.4pp | 23.90%-14.1pp |
| Employer contribution / active EE | $14,282 | $11,309+26.3% | $30,793-53.6% | $16,539-13.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |