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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP3+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $214,490 |
CHEIRON3+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $159,508 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN CORE REALTY Service code 28 · EIN 95-4871432 | Investment Management | $109,064 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $98,134 |
FREED MAXICK CPAS PC3+ years Filed as: FREED MAXICK CPAS P.C. Service code 10 · EIN 45-4051133 | Accounting | $94,941 |
RONDA CASTREN3+ years Service code 14 · EIN 16-1112391 | Plan Administrator | $90,270 |
MICHELLE OCHOCINSKI3+ years Filed as: MICHELLE BONAR Service code 30 · EIN 16-1112391 | Employee (plan) | $45,027 |
MARIA ZAMOJSKI3+ years Service code 30 · EIN 16-1112391 | Employee (plan) | $32,794 |
BLITMAN & KING3+ years Filed as: BLITMAN KING LLP Service code 29 · EIN 16-1047304 | Legal | $31,040 |
Filed as: ENTRUST GLOBAL ACTIVIST MCG FUND Service code 10 | Accounting | $27,282 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 11.61% | 14.80%-3.2pp | 10.16%+1.5pp | 16.32%-4.7pp |
| Employer contribution / active EE | $1,575 | $5,344-70.5% | $33,192-95.3% | $12,766-87.7% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |