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| Provider | Service type | Compensation |
|---|---|---|
NEIL SANDY7+ years Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $123,411 |
ALGER7+ years Filed as: FRED ALGER & COMPANY INC Service code 28 · EIN 13-2510833 | Investment Management | $100,747 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $80,375 |
EDGAR LOMAX COMPANY2 years Filed as: EDGAR GOMEZ Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $74,859 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $61,250 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $58,378 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $58,378 |
FIRST ACTUARIAL CONSULTING, INC.7+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $56,800 |
BENESYS, INC.6 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $49,399 |
DENISE LUKASZEWSKI3 years Filed as: DENISE ORTIZ Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $48,983 |
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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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 17.59% | 8.91%+8.7pp | 7.32%+10.3pp | 13.24%+4.4pp |
| Employer contribution / active EE | $3,841 | $13,306-71.1% | $23,426-83.6% | $14,616-73.7% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |