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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $411,156 |
IBEW LOCAL UNION NO 99 ANNUITY PLAN1 year Service code 50 · EIN 05-6049537 | Direct Payment | $381,367 |
WARD FISHER & COMPANY2+ years Filed as: WARD FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 | Accounting | $69,450 |
IBEW LOCAL UNION 992+ years Service code 15 · EIN 05-0161150 | Recordkeeping | $66,907 |
RADIO & URSILLO LTD.2+ years Service code 29 · EIN 05-0398359 | Legal | $28,567 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 14-1835864 | Actuarial | $6,200 |
AMERICAN FUNDS2+ years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Filed as: CHEVY CHASE TRUST Service code 52 · EIN 31-1772714 | Indirect Investment Fees | $0 |
COLUMBIA2+ years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
EATON VANCE2+ years Service code 52 · EIN 04-6039283 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,478 | $88,515+53.1% | $162,163-16.5% | $67,579+100.5% |
| Participation rate | 95.9% | 86.8%+9.1pp | 87.6%+8.3pp | 71.3%+24.6pp |
| Annual return | 8.96% | 27.04%-18.1pp | 115.59%-106.6pp | 378.56%-369.6pp |
| Employer contribution / active EE | $4,527 | $3,563+27.1% | $5,614-19.4% | $2,148+110.8% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $857 | $124+593.2% | $10,843-92.1% | $142+502.5% |