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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY5+ years Service code 11 · EIN 23-3003375 | Actuarial | $40,106 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK, N. A. Service code 19 · EIN 94-1347393 | Securities Custodian | $37,824 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $31,523 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-6257033 | Securities Custodian | $20,108 |
STEVENS & LEE2 years Service code 29 · EIN 23-1886296 | Legal | $17,057 |
O'DONOGHUE & O'DONOGHUE5+ years Service code 29 · EIN 53-0120528 | Legal | $15,906 |
PLUMBERS LOCAL UNION NO. 6905+ years Service code 99 · EIN 23-1173153 | Other Fees | $8,677 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $7,399 |
Service code 10 · EIN 23-2586736 | Accounting | $6,789 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 2.8%-2.8pp |
| Annual return | 14.85% | 11.52%+3.3pp | 10.56%+4.3pp | 16.32%-1.5pp |
| Employer contribution / active EE | $9,200 | $11,821-22.2% | $30,199-69.5% | $17,007-45.9% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |