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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $55,800 |
TIC INTERNATIONAL CORPORATION1+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $37,426 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Service code 29 · EIN 36-2786883 | Legal | $28,332 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $28,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $21,383 |
DISABATO ADVISERS, LLC1+ years Filed as: DISABATO ASSOCIATES Service code 27 · EIN 35-2323525 | Advisory (Plan) | $14,000 |
Service code 22 · EIN 38-3297465 | Insurance Broker | $8,070 |
AMALGAMATED BANK1+ years Service code 28 · EIN 13-4920330 | Investment Management | $5,723 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | -3.01% | 611.38%-614.4pp | 22.78%-25.8pp | 48.65%-51.7pp |
| Employer contribution / active EE | $5,408 | $2,943+83.8% | $3,574+51.3% | $2,182+147.9% |
| Participant deferral / active EE | $300 | $2,593-88.4% | $3,712-91.9% | $3,356-91.1% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |