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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $35,022 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $28,864 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $26,148 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-6257033 | Securities Custodian | $24,652 |
KLEINBARD LLC2+ years Filed as: KLEINBARD, BELL & BRECKER Service code 29 · EIN 23-1308492 | Legal | $16,560 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 | Legal | $14,078 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, N. A. Service code 19 · EIN 94-1347393 | Securities Custodian | $10,439 |
PLUMBERS LOCAL UNION NO. 6902+ years Service code 99 · EIN 23-1173153 | Other Fees | $7,174 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 7.55% | 2.79%+4.8pp | 4.16%+3.4pp | 11.88%-4.3pp |
| Employer contribution / active EE | $7,740 | $10,530-26.5% | $29,966-74.2% | $14,612-47.0% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |