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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Service code 10 · EIN 38-2383171 | Accounting | $441,113 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 400 EAST PRATT ST STE 910 · BALTIMORE, MD 212023127 | Investment Management | $338,574 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES, & COMPANY, P.C. Service code 28 · EIN 04-1554520 | Investment Management | $337,242 |
Service code 49 · EIN 38-2286296 | Other Services | $314,941 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $256,500 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Management | $143,091 |
O'SHAUGHNESSY ASSET MANAGEMENT3+ years Filed as: O'SHAUGHNESSY ASSET MANAGEMENT, LLC Service code 28 6 SUBURBAN AVENUE · STAMFORD, CT 06901 | Investment Management | $137,330 |
CORTINA2 years Filed as: CORTINA ASSET MANAEMENT, LLC Service code 28 825 N JEFFERSON, STE 400 · MILWAUKEE, WI 53202 | Investment Management | $85,972 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 19 · EIN 35-2156428 | Securities Custodian | $85,004 |
SACHS WALDMAN PROFESSIONAL CORP.3+ years Service code 29 · EIN 38-1905521 | Legal | $79,351 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.32% | 2.02%+7.3pp | -752.26%+761.6pp | 33.37%-24.0pp |
| Employer contribution / active EE | $16,128 | $12,422+29.8% | $31,802-49.3% | $11,253+43.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |