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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $130,587 |
FIDUCIARY MANAGEMENT, INC.9+ years Service code 28 · EIN 39-1346018 | Investment Management | $129,010 |
WILSON-MCSHANE CORPORATION6 years Service code 13 · EIN 41-0956552 | Contract Administrator | $102,403 |
DEPRINCE, RACE & ZOLLO4 years Filed as: DEPRINCE RACE & ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $95,822 |
DEARBORN PARTNERS9+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $76,922 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $76,346 |
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORY Service code 28 · EIN 36-4500709 | Investment Management | $74,625 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $69,492 |
Service code 28 · EIN 26-2237421 | Investment Management | $57,811 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $52,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,818 | $122,585-21.8% | $184,256-48.0% | $200,096-52.1% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 15.62% | 144.12%-128.5pp | 28.85%-13.2pp | 34.26%-18.6pp |
| Employer contribution / active EE | $5,532 | $4,571+21.0% | $6,427-13.9% | $3,038+82.1% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $396 | $120+229.9% | $13,899-97.1% | $269+47.2% |