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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE., STE 200 · BETHESDA, MD 20814 | Investment Management | $70,252 |
GEMGROUP3+ years Filed as: GEMGROUP, LP Service code 13 · EIN 25-1696740 401 LIBERTY AVE., SUITE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $68,798 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 06-0839113 1920 N STREET, NW, SUITE 400 · WASHINGTON, DC 200361659 | Actuarial | $60,463 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET 2920 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $59,835 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY Service code 51 · EIN 26-0680642 | Investment Mgmt Fees | $55,272 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 17 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE · SAVANNAH, GA 31406 | Pension Consulting | $40,000 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $25,685 |
Filed as: BOYD WATTERSON Service code 28 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $20,322 |
ABATO, RUBENSTEIN & ABATO3+ years Filed as: ABATO, RUBENSTEIN & ABATO, PA Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT, SUITE 320 · BALTIMORE, MD 21286 | Legal | $19,284 |
Filed as: WEYRICH CRONIN & SORRA, LLC Service code 10 · EIN 85-4643077 1301 YORK RD, SUITE 800 · LUTHERVILLE, MD 21093 | Accounting | $13,189 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 8.19% | -1.12%+9.3pp | -2.18%+10.4pp | 0.19%+8.0pp |
| Employer contribution / active EE | $2,169 | $12,052-82.0% | $38,751-94.4% | $13,763-84.2% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |