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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING6+ years Service code 29 · EIN 16-1047304 | Legal | $51,990 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $34,000 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST Service code 21 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Bank Trustee | $33,404 |
BOLTON PARTNERS, INC.6+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 | Actuarial | $26,000 |
MENGEL, METZGER, BARR & CO. LLP6+ years Filed as: MENGEL METZGER BARR & CO Service code 10 · EIN 16-1092347 | Accounting | $15,950 |
INSERO & CO. CPAS, LLP6+ years Service code 10 · EIN 47-5324570 | Accounting | $7,800 |
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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 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 21.33% | 17.53%+3.8pp | 11.08%+10.2pp | 11.84%+9.5pp |
| Employer contribution / active EE | $12,081 | $12,005+0.6% | $28,418-57.5% | $17,339-30.3% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |