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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $196,386 |
TRI-STATE ADMINISTRATORS INC9+ years Filed as: TRI-STATE ADMINISTRATORS Service code 13 · EIN 23-3478819 | Contract Administrator | $156,873 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $78,768 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $69,287 |
Filed as: CHEVY CHASE TRUST Service code 20 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment management fees paid direc... | $61,217 |
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $49,621 |
PNC BANK, N.A.9+ years Filed as: PNC Service code 19 · EIN 22-1146430 | Securities Custodian | $46,178 |
BARATZ & ASSOCIATES, P.A.9+ years Service code 10 · EIN 22-2212404 | Accounting | $41,250 |
Service code 28 · EIN 04-2895544 | Investment Management | $35,384 |
JOHNSTON ASSET MANAGEMENT8 years Service code 28 · EIN 13-3257590 | Investment Management | $25,103 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 100.94% | 8.76%+92.2pp | 148.78%-47.8pp | 8.76%+92.2pp |
| Employer contribution / active EE | $4,986 | $16,664-70.1% | $26,858-81.4% | $16,664-70.1% |
| Participant deferral / active EE | $0 | $948-100.0% | $63-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |