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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $33,876 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $31,928 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $28,160 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-6257033 | Securities Custodian | $25,924 |
KLEINBARD LLC1+ years Filed as: KLEINBARD, BELL & BRECKER Service code 29 · EIN 23-1308492 | Legal | $18,040 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120528 | Legal | $13,856 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, N. A. Service code 19 · EIN 94-1347393 | Securities Custodian | $9,835 |
PLUMBERS LOCAL UNION NO. 6901+ years Service code 99 · EIN 23-1173153 | Other Fees | $6,994 |
THE SEGAL COMPANY1+ years Filed as: SEGAL BRYANT & HAMILL Service code 27 · EIN 41-1788385 | Advisory (Plan) | $5,122 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | 0.04% | -1.83%+1.9pp | -1.61%+1.6pp | 2.81%-2.8pp |
| Employer contribution / active EE | $7,424 | $9,208-19.4% | $30,840-75.9% | $16,358-54.6% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |