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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING8+ years Service code 29 · EIN 16-1047304 | Legal | $45,251 |
MENGEL, METZGER, BARR & CO. LLP8+ years Filed as: MENGEL METZGER BARR & CO Service code 10 · EIN 16-1092347 | Accounting | $35,487 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $34,000 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE TRUST Service code 21 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Bank Trustee | $33,218 |
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 | Actuarial | $26,000 |
INSERO & CO. CPAS, LLP8+ years Service code 10 · EIN 47-5324570 | Accounting | $18,025 |
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Annual investment return 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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | -1.56% | 146.80%-148.4pp | 20.18%-21.7pp | 22.81%-24.4pp |
| Employer contribution / active EE | $12,004 | $13,016-7.8% | $29,108-58.8% | $18,290-34.4% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |