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| Provider | Service type | Compensation |
|---|---|---|
GLORIA CANCELLIERE8 years Service code 30 · EIN 11-6218316 | Employee (plan) | $227,800 |
AMALGAMATED4 years Service code 13 · EIN 13-3432221 | Contract Administrator | $187,529 |
JPMORGAN INVEST HOLDINGS LLC9 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $53,034 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $52,030 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $37,992 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $34,586 |
INVESCO10+ years Service code 28 · EIN 91-2052098 | Investment Management | $32,152 |
L.H. ROSOFF & CO., LLP10+ years Service code 10 · EIN 13-1239833 | Accounting | $29,000 |
STEWART ALTMAN10+ years Service code 29 · EIN 11-2498164 | Legal | $22,800 |
Filed as: BARNES, IACCARINO & SHEPHERD Service code 29 · EIN 26-3858697 | Legal | $16,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 12.30% | 9.32%+3.0pp | 10.52%+1.8pp | 9.30%+3.0pp |
| Employer contribution / active EE | $3,737 | $14,511-74.2% | $26,749-86.0% | $12,551-70.2% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |