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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT5+ years Service code 28 · EIN 13-2544634 | Investment Management | $714,811 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $706,930 |
Service code 28 · EIN 13-3257590 | Investment Management | $617,191 |
Service code 28 · EIN 04-2895544 | Investment Management | $509,025 |
ALGER4 years Filed as: FRED ALGER MANAGEMENT , INC. Service code 28 · EIN 13-2510855 | Investment Management | $456,994 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $316,984 |
CHEIRON1 year Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $315,959 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $218,184 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $218,184 |
US BANK4 years Service code 15 · EIN 31-0841368 | Recordkeeping | $194,370 |
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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 | $177,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 14.82% | 1023.85%-1009.0pp | 11.67%+3.2pp | 1023.85%-1009.0pp |
| Employer contribution / active EE | $3,875 | $11,605-66.6% | $28,376-86.3% | $11,605-66.6% |
| Participant deferral / active EE | $0 | $275-100.0% | $46-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $15,617-100.0% | - |