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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $88,620 |
WITHUMSMITH+BROWN, PC4 years Filed as: BROWN INVESTMENT ADVISORY & TRUST C Service code 28 · EIN 26-0680642 | Investment Management | $67,386 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 · EIN 52-1590516 | Contract Administrator | $60,051 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $50,100 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $49,788 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $42,500 |
Filed as: SIERRA INVESTMENTS PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $31,819 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 | Investment Management | $30,629 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $27,208 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $27,208 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | 3.25% | -6.78%+10.0pp | -5.85%+9.1pp | 39.77%-36.5pp |
| Employer contribution / active EE | $8,639 | $13,335-35.2% | $31,839-72.9% | $19,959-56.7% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |