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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHEVY CHASE TRUST Service code 21 · EIN 52-2037618 | Bank Trustee | $146,610 |
ADP BROKER-DEALER1 year Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 13-3036745 | Other Services | $140,209 |
Service code 13 · EIN 36-2224162 | Contract Administrator | $119,969 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $101,437 |
Service code 16 · EIN 52-1796473 | Consulting | $95,899 |
INGRID E ROSALES4 years Filed as: INGRID ESCOBAR Service code 30 · EIN 36-6512748 | Employee (plan) | $86,325 |
NYDIA BERDECIA-GRAUER5 years Filed as: NYDIA ORTIZ Service code 30 · EIN 36-6512748 | Employee (plan) | $78,393 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $78,055 |
Service code 28 · EIN 04-2895544 | Investment Management | $71,698 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $70,082 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 2.10% | 8.05%-6.0pp | 6.70%-4.6pp | 9.30%-7.2pp |
| Employer contribution / active EE | $731 | $10,660-93.1% | $25,177-97.1% | $12,551-94.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |