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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY6+ years Service code 11 · EIN 23-3003375 | Actuarial | $38,814 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $31,523 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $29,215 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-6257033 | Securities Custodian | $20,109 |
STEVENS & LEE3 years Service code 29 · EIN 23-1886296 | Legal | $18,084 |
O'DONOGHUE & O'DONOGHUE6+ years Service code 29 · EIN 53-0120528 | Legal | $15,842 |
Filed as: BOYD WATTERSON STATE GOVERNMENT FUN Service code 19 · EIN 32-0538379 | Securities Custodian | $13,088 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK, N. A. Service code 19 · EIN 94-1347393 | Securities Custodian | $9,856 |
PLUMBERS LOCAL UNION NO. 6906+ years Service code 99 · EIN 23-1173153 | Other Fees | $9,463 |
Service code 10 · EIN 23-2586736 | Accounting | $9,200 |
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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 | $409,661-100.0% | $162,072-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 1.7%-1.7pp |
| Annual return | 6.98% | 6.95%0pp | 8.01%-1.0pp | 627.08%-620.1pp |
| Employer contribution / active EE | $9,011 | $11,635-22.6% | $29,476-69.4% | $18,824-52.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $630-100.0% | $1,923-100.0% |