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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING4+ years Service code 29 · EIN 16-1047304 | Legal | $40,364 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $34,000 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST Service code 21 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Bank Trustee | $31,866 |
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $27,625 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 | Actuarial | $25,556 |
MENGEL, METZGER, BARR & CO. LLP4+ years Filed as: MENGEL METZGER BARR & CO Service code 10 · EIN 16-1092347 | Accounting | $11,800 |
INSERO & CO. CPAS, LLP4+ years Service code 10 · EIN 47-5324570 | Accounting | $7,400 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 4.02% | 11.52%-7.5pp | 10.56%-6.5pp | 16.32%-12.3pp |
| Employer contribution / active EE | $11,383 | $11,821-3.7% | $30,197-62.3% | $17,007-33.1% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |