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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE AND ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,275 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $31,399 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $17,381 |
NORTHERN TRUST COMPANY3+ years Service code 28 · EIN 36-1561860 | Investment Management | $14,876 |
REGIONS BANK3+ years Filed as: REGIONS Service code 19 · EIN 63-0935103 | Securities Custodian | $13,577 |
PLUMBERS LOCAL UNION 2103+ years Service code 14 · EIN 35-2116536 | Plan Administrator | $13,013 |
ASCENSUS LLC3+ years Filed as: ASCENSUS, INC Service code 15 · EIN 11-3665754 | Recordkeeping | $9,891 |
STEWART C. MILLER & CO., INC.3+ years Filed as: STEWART C. MILLER AND ASSOCIATES Service code 15 · EIN 35-1820020 | Recordkeeping | $7,314 |
HUNT INSURANCE AGENCY, INC.3+ years Filed as: HUNT INSURANCE GROUP Service code 22 · EIN 36-2730032 | Insurance Broker | $1,667 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,347 | $55,449+162.1% | $83,831+73.4% | $56,289+158.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 7.77% | -1.38%+9.1pp | 850.99%-843.2pp | -9.96%+17.7pp |
| Employer contribution / active EE | $14,809 | $2,430+509.3% | $3,631+307.8% | $2,111+601.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $488 | $656-25.7% | $5,479-91.1% | $521-6.4% |