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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY7+ years Service code 11 · EIN 23-3003375 | Actuarial | $42,762 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK, N. A. Service code 19 · EIN 94-1347393 | Securities Custodian | $33,959 |
INVESTMENT PERFORMANCE SERVICES7+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $33,597 |
Filed as: BOYD WATTERSON STATE GOVERNMENT FUN Service code 19 · EIN 32-0538379 | Securities Custodian | $31,054 |
O'DONOGHUE & O'DONOGHUE7+ years Service code 29 · EIN 53-0120528 | Legal | $18,611 |
STEVENS & LEE4 years Service code 29 · EIN 23-1886296 | Legal | $17,937 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-6257033 | Securities Custodian | $16,972 |
PLUMBERS LOCAL UNION NO. 6907+ years Service code 99 · EIN 23-1173153 | Other Fees | $9,682 |
Service code 10 · EIN 23-2586736 | Accounting | $7,760 |
CAPSTONE INSURANCE1 year Service code 23 · EIN 23-2557346 | Insurance services | $6,758 |
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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 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 12.10% | 17.53%-5.4pp | 11.08%+1.0pp | 11.84%+0.3pp |
| Employer contribution / active EE | $8,900 | $12,005-25.9% | $28,418-68.7% | $17,339-48.7% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |