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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 | Actuarial | $36,168 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $29,953 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $28,290 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-6257033 | Securities Custodian | $26,648 |
KLEINBARD LLC3+ years Filed as: KLEINBARD, BELL & BRECKER Service code 29 · EIN 23-1308492 | Legal | $16,560 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120528 | Legal | $13,799 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, N. A. Service code 19 · EIN 94-1347393 | Securities Custodian | $10,659 |
PLUMBERS LOCAL UNION NO. 6903+ years Service code 99 · EIN 23-1173153 | Other Fees | $7,353 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 7.85% | 11.09%-3.2pp | 8.32%-0.5pp | 13.95%-6.1pp |
| Employer contribution / active EE | $8,298 | $10,980-24.4% | $30,793-73.1% | $16,598-50.0% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |