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| Provider | Service type | Compensation |
|---|---|---|
JENNINGS SIGMOND P.C.5+ years Filed as: JENNINGS SIGMOND, P.C. Service code 29 · EIN 23-2025670 | Legal | $134,386 |
LOOMIS SAYLES5+ years Filed as: THE LOOMIS, SAYLERS & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $100,219 |
NOVAK FRANCELLA LLC5+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $97,826 |
THE MCKEOGH COMPANY5+ years Service code 11 · EIN 23-3003375 | Actuarial | $86,386 |
JOE MOSKAUSKI4 years Service code 30 · EIN 23-1972409 | Employee (plan); Recordkeeping fees | $83,520 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $82,251 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $82,251 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432392 | Advisory (Plan) | $75,000 |
Service code 28 · EIN 13-3257590 | Investment Management | $71,036 |
Filed as: INTERCONTINENTAL R/E CORP Service code 28 · EIN 04-2895544 | Investment Management | $56,946 |
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Annual investment return 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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -2.10% | 6.41%-8.5pp | 8.01%-10.1pp | 11.45%-13.6pp |
| Employer contribution / active EE | $20,876 | $11,592+80.1% | $29,475-29.2% | $17,219+21.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |