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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-2544634 | Investment Management | $693,028 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $620,169 |
Service code 28 · EIN 13-3257590 | Investment Management | $619,065 |
Service code 28 · EIN 04-2895544 | Investment Management | $472,904 |
ALGER2 years Filed as: FRED ALGER MANAGEMENT , INC. Service code 28 · EIN 13-2510855 | Investment Management | $453,065 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $314,834 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $297,406 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $297,406 |
CHEIRON2 years Filed as: CHERION, INC. Service code 11 · EIN 13-4215617 | Actuarial | $233,083 |
US BANK2 years Service code 15 · EIN 31-0841368 | Recordkeeping | $188,322 |
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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 | $0 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 11.16% | 16.32%-5.2pp | 10.66%+0.5pp | 16.32%-5.2pp |
| Employer contribution / active EE | $3,717 | $12,766-70.9% | $30,880-88.0% | $12,766-70.9% |
| Participant deferral / active EE | $0 | $800-100.0% | $65-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |