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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $62,500 |
JOE MOSKAUSKI7 years Service code 30 · EIN 23-2652951 | Employee (plan); Recordkeeping fees | $62,233 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: CHEVY CHASE TRUST COMPANY Service code 20 · EIN 52-2037618 | Investment management fees paid direc... | $46,990 |
NOVAK FRANCELLA LLC9+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $32,429 |
RAE GROUP LLC1 year Service code 11 · EIN 83-4646394 | Actuarial | $27,333 |
JOANN PROCOPIO2 years Service code 30 · EIN 23-2652951 | Recordkeeping fees; Employee (plan) | $25,308 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $16,978 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 28 · EIN 41-1788385 | Investment Management | $15,820 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $12,746 |
Service code 28 · EIN 13-3257590 | Investment Management | $12,143 |
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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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 6.85% | 7.29%-0.4pp | 8.10%-1.3pp | 8.21%-1.4pp |
| Employer contribution / active EE | $15,829 | $9,759+62.2% | $28,665-44.8% | $13,843+14.3% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |