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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY4+ years Service code 11 · EIN 23-3003375 | Actuarial | $47,314 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK, N. A. Service code 19 · EIN 94-1347393 | Securities Custodian | $33,983 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $29,821 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-6257033 | Securities Custodian | $27,852 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0120528 | Legal | $14,204 |
STEVENS & LEE1 year Service code 29 · EIN 23-1886296 | Legal | $13,942 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $8,305 |
PLUMBERS LOCAL UNION NO. 6904+ years Service code 99 · EIN 23-1173153 | Other Fees | $7,353 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -3.44% | 1.05%-4.5pp | -752.26%+748.8pp | -0.69%-2.7pp |
| Employer contribution / active EE | $8,649 | $11,363-23.9% | $31,802-72.8% | $16,786-48.5% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |