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| Provider | Service type | Compensation |
|---|---|---|
THE INVESTMENT COUNSEL COMPANY2+ years Filed as: 19/19 INVESTMENT COUNSEL Service code 28 ONE SOUTH STREET SUITE 2500 · BALTIMORE, MD 21202 | Investment Management | $48,821 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-2723087 | Securities Custodian | $17,887 |
HW&CO.2+ years Service code 10 · EIN 34-1663157 | Accounting | $10,950 |
Filed as: THE LIBMAN ACTURIAL GROUP Service code 11 · EIN 34-1635800 | Actuarial | $9,025 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | 4.16% | 4.87%-0.7pp | 5.00%-0.8pp | 4.56%-0.4pp |
| Employer contribution / active EE | $36,470 | $14,613+149.6% | $35,918+1.5% | $15,526+134.9% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |