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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: HATTERAS INVESTMENT PARTNERS LLC Service code 28 · EIN 20-0225999 | Investment Management | $151,420 |
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 13 · EIN 39-6576073 | Contract Administrator | $102,021 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $94,617 |
REINHART BOERNER VAN DEUREN S.C.3+ years Service code 29 · EIN 39-1126909 | Legal | $80,217 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $66,500 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $50,000 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE, STE 1300W · BETHESDA, MD 20814 | Investment Management | $45,807 |
BENEFIT PLAN ADMINISTRATORS3+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $34,968 |
Service code 28 · EIN 20-0292745 | Investment Management | $34,960 |
FREYBERG HINKLE ET AL3+ years Service code 10 · EIN 39-1531945 | Accounting | $24,525 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.55% | 11.78%+1.8pp | 8.32%+5.2pp | 23.90%-10.3pp |
| Employer contribution / active EE | $10,802 | $11,309-4.5% | $30,793-64.9% | $16,539-34.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |