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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN2+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $654,336 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $494,257 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $262,525 |
FOUNDRY PARTNERS2+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $259,927 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $248,106 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 95-1702986 | Contract Administrator | $241,998 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $124,833 |
Filed as: CHEVY CHASE TRUST CO. Service code 28 · EIN 52-2037618 | Investment Management | $124,833 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $121,210 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL BRYANT AND HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $101,843 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.67% | 12.33%-1.7pp | 8.32%+2.3pp | 17.84%-7.2pp |
| Employer contribution / active EE | $18,821 | $11,641+61.7% | $30,793-38.9% | $14,688+28.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |