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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY9+ years Service code 11 · EIN 23-3003375 | Actuarial | $42,140 |
Filed as: BOYD WATTERSON STATE GOVERNMENT FUN Service code 19 · EIN 32-0538379 | Securities Custodian | $41,546 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $36,618 |
O'DONOGHUE & O'DONOGHUE9+ years Service code 29 · EIN 53-0120528 | Legal | $21,266 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $19,013 |
STEVENS & LEE6 years Service code 29 · EIN 23-1886296 | Legal | $15,854 |
Service code 19 · EIN 26-6405018 | Securities Custodian | $15,724 |
PLUMBERS LOCAL UNION NO. 6909+ years Service code 99 · EIN 23-1173153 | Other Fees | $10,042 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $8,842 |
Service code 10 · EIN 23-2586736 | Accounting | $8,490 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 6.64% | 146.80%-140.2pp | 20.18%-13.5pp | 22.81%-16.2pp |
| Employer contribution / active EE | $10,609 | $13,016-18.5% | $29,108-63.6% | $18,290-42.0% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |