| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $5,013,591 |
NEPC, LLC9+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $1,477,652 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,341,571 |
NEUMEIER POMA INVESTMENT COUNSEL9+ years Service code 28 · EIN 77-0444891 | Investment Management | $949,900 |
VITECH SYSTEMS GROUP3 years Filed as: VITECH SYSTEMS SUB, LLC Service code 49 · EIN 13-3785492 | Other Services | $804,199 |
Service code 28 · EIN 45-3056700 | Investment Management | $741,924 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $700,486 |
Service code 22 · EIN 52-0555835 | Insurance Broker | $633,841 |
Filed as: CAREFIRST BLUECROSS BLUESHIELD Service code 49 10455 MILL RUN CIRCLE · OWINGS MILLS, MD 211175559 | Other Services | $561,050 |
RDA CORPORATION3 years Filed as: RDA COMPANY, LLC Service code 49 · EIN 51-0307421 | Other Services | $534,840 |
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 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 4.62% | 9.30%-4.7pp | 8.41%-3.8pp | 9.30%-4.7pp |
| Employer contribution / active EE | $103,385 | $12,551+723.7% | $41,333+150.1% | $12,551+723.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $40-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |