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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $64,864 |
O'SULLIVAN ASSOCIATES1+ years Filed as: SULLIVAN, WARD, ASHER, & PATTON, PC Service code 29 · EIN 38-2384883 | Legal | $42,765 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $29,343 |
CUNI, RUST & STRENK1+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 | Actuarial | $29,192 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN CONSULTING Service code 27 · EIN 59-3676225 | Advisory (Plan) | $28,000 |
WESTEND ADVISORS1+ years Service code 27 · EIN 20-1796773 | Advisory (Plan) | $27,792 |
Filed as: FIFTH THIRD BANK Service code 19 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $23,598 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $23,001 |
WHITINGER & COMPANY LLC1+ years Service code 10 · EIN 35-0905017 | Accounting | $16,640 |
OFI GLOBAL TRUST COMPANY1+ years Service code 28 · EIN 13-3459790 | Investment Management | $14,480 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.86% | 3.49%-5.4pp | 4.16%-6.0pp | 7.18%-9.0pp |
| Employer contribution / active EE | $6,822 | $11,083-38.4% | $29,966-77.2% | $13,095-47.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |