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| Provider | Service type | Compensation |
|---|---|---|
NYHART4 years Service code 11 · EIN 35-0966414 | Actuarial | $106,864 |
Filed as: D E SHAW & CO Service code 28 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $33,236 |
Filed as: GRANTHAM MAYO VAN OTERLOO & CO. LLC Service code 28 40 ROWES WHARF · BOSTON, MA 021103340 | Investment Management | $26,480 |
Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 2 GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $25,236 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $24,670 |
Filed as: PANAGORA ASSET MANAGEMENT, INC Service code 28 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $14,187 |
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Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 11.13% | 12.11%-1.0pp | 12.93%-1.8pp | 16.32%-5.2pp |
| Employer contribution / active EE | $1,073 | $18,276-94.1% | $35,210-97.0% | $17,007-93.7% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |