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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP1+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $227,767 |
CHEIRON1+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $226,007 |
BLITMAN & KING1+ years Filed as: BLITMAN KING LLP Service code 29 · EIN 16-1047304 | Legal | $119,778 |
FREED MAXICK CPAS PC1+ years Filed as: FREED MAXICK CPAS P.C. Service code 10 · EIN 45-4051133 | Accounting | $115,666 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $86,035 |
RONDA CASTREN1+ years Service code 14 · EIN 16-1112391 | Plan Administrator | $84,297 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN CORE REALTY Service code 28 · EIN 95-4871432 | Investment Management | $71,249 |
MICHELLE OCHOCINSKI1+ years Filed as: MICHELLE BONAR Service code 30 · EIN 16-1112391 | Employee (plan) | $42,048 |
UMR1+ years Filed as: SEIU UNITED HEALTHCARE WORKERS EAST Service code 14 · EIN 13-1510821 | Plan Administrator | $37,883 |
MARIA ZAMOJSKI1+ years Service code 30 · EIN 16-1112391 | Employee (plan) | $30,623 |
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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 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -0.50% | 3.11%-3.6pp | -2.00%+1.5pp | 3.11%-3.6pp |
| Employer contribution / active EE | $1,598 | $9,361-82.9% | $34,470-95.4% | $9,361-82.9% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |