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| Provider | Service type | Compensation |
|---|---|---|
LABORERS LOCAL 231 H&W FUND7+ years Service code 13 · EIN 37-6031467 | Contract Administrator | $85,865 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $19,591 |
NATIONAL INVESTMENT SERVICES7+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $13,572 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,500 |
ROMOLO & ASSOCIATES3 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $9,000 |
CAVANAGH & O'HARA2 years Service code 29 · EIN 37-1259635 | Legal | $5,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,681 | $106,236-77.7% | $112,249-78.9% | $64,819-63.5% |
| Participation rate | 70.2% | 71.7%-1.5pp | 75.1%-4.9pp | 71.5%-1.3pp |
| Annual return | 0.11% | -6.02%+6.1pp | 27.48%-27.4pp | 32.84%-32.7pp |
| Employer contribution / active EE | $5,309 | $3,166+67.7% | $3,636+46.0% | $2,507+111.8% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $123 | $452-72.7% | $6,412-98.1% | $188-34.5% |