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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES5 years Filed as: LOOMIS, SAYLES, & COMPANY, P.C. Service code 28 · EIN 04-1554520 | Investment Management | $464,290 |
BENESYS, INC.7+ years Service code 10 · EIN 38-2383171 | Accounting | $430,210 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $390,767 |
Service code 49 · EIN 38-2286296 | Other Services | $283,169 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $267,292 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $103,082 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $74,345 |
Filed as: MADDIN HAUSER Service code 29 · EIN 38-3024220 | Legal | $69,321 |
Filed as: BOYD WATTERSON ASSET MGT, LLC Service code 28 · EIN 34-1922005 | Investment Management | $46,657 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $46,324 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | 0.70% | -7.95%+8.7pp | -5.85%+6.5pp | 23.41%-22.7pp |
| Employer contribution / active EE | $9,889 | $13,972-29.2% | $31,839-68.9% | $12,650-21.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |