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| Provider | Service type | Compensation |
|---|---|---|
JENNINGS SIGMOND P.C.4+ years Filed as: JENNINGS SIGMOND, P.C. Service code 29 · EIN 23-2025670 | Legal | $185,599 |
THE MCKEOGH COMPANY4+ years Service code 11 · EIN 23-3003375 | Actuarial | $144,595 |
Service code 28 · EIN 13-3257590 | Investment Management | $142,261 |
LOOMIS SAYLES4+ years Filed as: THE LOOMIS, SAYLERS & COMPANY, L.P. Service code 28 · EIN 04-0320003 | Investment Management | $102,269 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $96,807 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $79,832 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $79,832 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432392 | Advisory (Plan) | $75,000 |
JOE MOSKAUSKI3 years Service code 30 · EIN 23-1972409 | Recordkeeping fees; Employee (plan) | $72,873 |
Filed as: INTERCONTINENTAL R/E CORP Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $47,243 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 5.47% | 10.27%-4.8pp | 10.56%-5.1pp | 53.27%-47.8pp |
| Employer contribution / active EE | $18,603 | $12,273+51.6% | $30,197-38.4% | $14,774+25.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |