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| Provider | Service type | Compensation |
|---|---|---|
JOHNSTON ASSET MANAGEMENT2+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP. Service code 28 · EIN 13-3257590 | Investment Management | $202,760 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $186,788 |
JENNINGS SIGMOND P.C.2+ years Filed as: JENNINGS SIGMOND, P.C. Service code 29 · EIN 23-2025670 | Legal | $141,806 |
LOOMIS SAYLES2+ years Filed as: THE LOOMIS, SAYLERS & COMPANY, L.P. Service code 28 · EIN 04-0320003 | Investment Management | $92,949 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432392 | Advisory (Plan) | $77,985 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $65,204 |
PHILADELPHIA TRUST COMPANY2+ years Filed as: PHILADELPHIA TRUST, CO. Service code 28 · EIN 23-2979239 | Investment Management | $63,739 |
JOE MOSKAUSKI2+ years Filed as: JOE DIEHL Service code 30 · EIN 23-1578380 | Employee (plan); Recordkeeping fees | $60,317 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $54,000 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST, CO. Service code 28 · EIN 04-2755549 | Investment Management | $53,288 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.31% | 11.78%-1.5pp | 8.32%+2.0pp | 23.90%-13.6pp |
| Employer contribution / active EE | $20,993 | $11,309+85.6% | $30,793-31.8% | $16,539+26.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |