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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES2+ years Service code 13 · EIN 53-0257019 7130 COLUMBIA GATEWAY DR · COLUMBIA, MD 21046 | Contract Administrator | $304,160 |
ALSTON & BIRD LLP2+ years Filed as: ALTON & BIRD LLP Service code 29 · EIN 58-0137615 950 F STREET N.W. · WASHINGTON, DC 20004 | Legal | $194,833 |
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $126,583 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Securities Custodian | $122,625 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 333 W 34TH STREET · NEW YORK, NY 10001 | Actuarial | $69,080 |
BWEDF ADVISORS, LLC1 year Service code 28 · EIN 45-4497813 P.O. BOX 7127 · NOVI, MI 48376 | Investment Management | $56,250 |
WELLINGTON TRUST COMPANY2+ years Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $48,395 |
Service code 28 · EIN 61-6496775 101 BARCLAY STREET · NEW YORK, NY 10286 | Investment Management | $43,887 |
TOAL, GRIFFITH & RAGULA, LLC2+ years Service code 10 · EIN 20-0274631 130 ADMIRAL COCHRANE DR · ANNAPOLIS, MD 21401 | Accounting | $40,516 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Management | $40,265 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 8.39% | 6.13%+2.3pp | 4.74%+3.7pp | 9.19%-0.8pp |
| Employer contribution / active EE | $4,145 | $10,206-59.4% | $36,089-88.5% | $12,608-67.1% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |