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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6+ years Service code 10 · EIN 38-2383171 | Accounting | $429,285 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $383,651 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES, & COMPANY, P.C. Service code 28 · EIN 04-1554520 | Investment Management | $380,976 |
Service code 49 · EIN 38-2286296 | Other Services | $371,270 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $256,500 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 | Legal | $61,650 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $59,987 |
Filed as: BOYD WATTERSON ASSET MGT, LLC Service code 28 · EIN 34-1922005 | Investment Management | $51,712 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $45,294 |
Service code 10 · EIN 38-2284921 | Accounting | $29,350 |
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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 | 30.22% | 19.37%+10.8pp | 11.08%+19.1pp | 15.63%+14.6pp |
| Employer contribution / active EE | $13,503 | $13,107+3.0% | $28,418-52.5% | $11,476+17.7% |
| 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% |