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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 21 · EIN 52-2037618 | Bank Trustee | $148,254 |
ADP BROKER-DEALER2 years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 13-3036745 | Other Services | $142,272 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 16 · EIN 52-1796473 | Consulting | $99,605 |
INGRID E ROSALES5 years Filed as: INGRID ESCOBAR Service code 30 · EIN 36-6512748 | Employee (plan) | $85,007 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $82,525 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $67,195 |
Service code 28 · EIN 04-2895544 | Investment Management | $63,809 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC CAPITAL ADVISORS, INC. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $60,000 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $58,597 |
JOHNSON & KROL, LLC2 years Service code 29 · EIN 36-4342024 | Legal | $54,665 |
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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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 11.12% | 9.04%+2.1pp | 9.14%+2.0pp | 9.04%+2.1pp |
| Employer contribution / active EE | $789 | $14,127-94.4% | $21,225-96.3% | $14,127-94.4% |
| Participant deferral / active EE | $0 | $665-100.0% | $22-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |