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| Provider | Service type | Compensation |
|---|---|---|
JENNINGS SIGMOND P.C.3+ years Filed as: JENNINGS SIGMOND, P.C. Service code 29 · EIN 23-2025670 | Legal | $188,533 |
JOHNSTON ASSET MANAGEMENT3+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP. Service code 28 · EIN 13-3257590 | Investment Management | $177,121 |
LOOMIS SAYLES3+ years Filed as: THE LOOMIS, SAYLERS & COMPANY, L.P. Service code 28 · EIN 04-0320003 | Investment Management | $100,871 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 | Actuarial | $99,449 |
JOE MOSKAUSKI2 years Service code 30 · EIN 23-1972409 | Employee (plan); Recordkeeping fees | $93,253 |
NOVAK FRANCELLA LLC3+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $89,969 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $85,614 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $85,614 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432392 | Advisory (Plan) | $75,000 |
JOE MOSKAUSKI3+ years Filed as: JOE DIEHL Service code 30 · EIN 23-1578380 | Recordkeeping fees; Employee (plan) | $71,709 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 6.69% | 4.25%+2.4pp | -752.26%+758.9pp | 0.19%+6.5pp |
| Employer contribution / active EE | $19,003 | $11,906+59.6% | $31,802-40.2% | $13,763+38.1% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |