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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 28 · EIN 13-2544634 | Investment Management | $712,372 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $665,674 |
Service code 28 · EIN 13-3257590 | Investment Management | $645,027 |
Service code 28 · EIN 04-2895544 | Investment Management | $490,865 |
ALGER3 years Filed as: FRED ALGER MANAGEMENT , INC. Service code 28 · EIN 13-2510855 | Investment Management | $456,481 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $312,081 |
CHEIRON3 years Filed as: CHERION, INC. Service code 11 · EIN 13-4215617 | Actuarial | $279,634 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $235,383 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $235,383 |
US BANK3 years Service code 15 · EIN 31-0841368 | Recordkeeping | $193,660 |
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Employer contribution per participant 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 | $0 | $192,869-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -2.45% | 73.13%-75.6pp | -0.77%-1.7pp | 73.13%-75.6pp |
| Employer contribution / active EE | $2,037 | $8,421-75.8% | $29,514-93.1% | $8,421-75.8% |
| Participant deferral / active EE | $0 | $293-100.0% | $36-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $42,257-100.0% | - |