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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY8+ years Service code 11 · EIN 23-3003375 | Actuarial | $39,426 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $35,108 |
Filed as: BOYD WATTERSON STATE GOVERNMENT FUN Service code 19 · EIN 32-0538379 | Securities Custodian | $33,275 |
STEVENS & LEE5 years Service code 29 · EIN 23-1886296 | Legal | $24,858 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $24,487 |
O'DONOGHUE & O'DONOGHUE8+ years Service code 29 · EIN 53-0120528 | Legal | $19,947 |
Service code 19 · EIN 26-6405018 | Securities Custodian | $15,388 |
PLUMBERS LOCAL UNION NO. 6908+ years Service code 99 · EIN 23-1173153 | Other Fees | $9,845 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-6257033 | Securities Custodian | $9,739 |
Service code 10 · EIN 23-2586736 | Accounting | $8,239 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -11.65% | -6.78%-4.9pp | -5.85%-5.8pp | 39.82%-51.5pp |
| Employer contribution / active EE | $9,250 | $13,335-30.6% | $31,839-70.9% | $19,980-53.7% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |