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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN6+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $722,238 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $289,497 |
NATIONAL INVESTMENT SERVICES6+ years Service code 28 · EIN 84-3937993 | Investment Management | $255,488 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $183,566 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE TRUST CO. Service code 28 · EIN 52-2037618 | Investment Management | $183,566 |
CHEIRON1 year Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $156,500 |
NORTHERN TRUST COMPANY6+ years Service code 28 · EIN 36-2723087 | Investment Management | $148,418 |
LANER MUCHIN6+ years Service code 29 · EIN 36-3088463 | Legal | $94,135 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $92,424 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $89,375 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 34.68% | 19.37%+15.3pp | 11.08%+23.6pp | 15.63%+19.1pp |
| Employer contribution / active EE | $19,548 | $13,107+49.1% | $28,418-31.2% | $11,476+70.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |