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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $66,795 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $31,350 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 | Advisory (Plan) | $28,000 |
WESTEND ADVISORS2+ years Service code 27 · EIN 20-1796773 | Advisory (Plan) | $27,758 |
CUNI, RUST & STRENK2+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 | Actuarial | $25,825 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $24,625 |
Filed as: FIFTH THIRD BANK Service code 19 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $23,118 |
Filed as: TRINITY STREET ASSET MANAGEMENT LP Service code 28 | Investment Management | $19,122 |
OFI GLOBAL TRUST COMPANY2+ years Service code 28 · EIN 13-3459790 | Investment Management | $16,469 |
O'SULLIVAN ASSOCIATES2+ years Filed as: SULLIVAN, WARD, ASHER, & PATTON, PC Service code 29 · EIN 38-2384883 | Legal | $16,245 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.27% | 11.78%-1.5pp | 8.32%+1.9pp | 23.90%-13.6pp |
| Employer contribution / active EE | $6,880 | $11,309-39.2% | $30,793-77.7% | $16,539-58.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |