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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $177,757 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP. Service code 28 · EIN 13-3257590 | Investment Management | $149,152 |
JENNINGS SIGMOND P.C.1+ years Filed as: JENNINGS SIGMOND, P.C. Service code 29 · EIN 23-2025670 | Legal | $110,059 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $91,018 |
LOOMIS SAYLES1+ years Filed as: THE LOOMIS, SAYLERS & COMPANY, L.P. Service code 28 · EIN 04-0320003 | Investment Management | $90,372 |
JOE MOSKAUSKI1+ years Filed as: JOE DIEHL Service code 30 · EIN 23-1578380 | Recordkeeping fees; Employee (plan) | $87,536 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432392 | Advisory (Plan) | $78,980 |
PHILADELPHIA TRUST COMPANY1+ years Filed as: PHILADELPHIA TRUST, CO. Service code 28 · EIN 23-2979239 | Investment Management | $58,688 |
KATHRYN H INKELLIS1+ years Filed as: KATHRYN M. MADONNA Service code 30 · EIN 23-1578380 | Employee (plan); Recordkeeping fees | $54,331 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $52,667 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.12% | 3.49%-4.6pp | 4.16%-5.3pp | 7.18%-8.3pp |
| Employer contribution / active EE | $22,814 | $11,083+105.9% | $29,966-23.9% | $13,095+74.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |