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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-2544634 | Investment Management | $589,017 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $582,916 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $575,221 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $549,767 |
Service code 28 · EIN 04-2895544 | Investment Management | $454,439 |
ALGER1 year Filed as: FRED ALGER MANAGEMENT , INC. Service code 28 · EIN 13-2510833 | Investment Management | $386,923 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $290,592 |
CHEIRON1 year Filed as: CHERION, INC. Service code 11 · EIN 13-4215617 | Actuarial | $260,681 |
Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $176,675 |
US BANK1 year Service code 15 · EIN 31-0841368 | Recordkeeping | $168,443 |
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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 | $57,821-100.0% | $139,743-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 22.6%-22.6pp | 5.5%-5.5pp |
| Annual return | -0.65% | 5.86%-6.5pp | 4.96%-5.6pp | 5.86%-6.5pp |
| Employer contribution / active EE | $3,402 | $10,137-66.4% | $29,749-88.6% | $10,137-66.4% |
| Participant deferral / active EE | $0 | $492-100.0% | $26-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,369-100.0% | $387-100.0% |