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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0956552 | Contract Administrator | $249,550 |
FARR MILLER & WASHINGTON1 year Filed as: FARR MILLER & WASHINTON Service code 28 · EIN 52-1979573 | Investment Management | $126,380 |
DEPRINCE, RACE & ZOLLO6+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $117,675 |
SEGALL BRYANT & HAMILL6+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $100,831 |
Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 | Investment Management | $93,628 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $89,448 |
DEARBORN PARTNERS6+ years Filed as: DEARBORN PARTNERS, LLC. Service code 28 · EIN 36-4145621 | Investment Management | $87,090 |
Filed as: QUEST INVESTMENT MGMT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $79,885 |
US BANK6+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $56,194 |
NEW TOWER3 years Service code 28 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $55,092 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 24.97% | 12.07%+12.9pp | 8.95%+16.0pp | 15.63%+9.3pp |
| Employer contribution / active EE | $7,348 | $9,481-22.5% | $46,559-84.2% | $11,476-36.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |