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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES3+ years Service code 13 · EIN 53-0257019 7130 COLUMBIA GATEWAY DR · COLUMBIA, MD 21046 | Contract Administrator | $305,008 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618554 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $143,703 |
ALSTON & BIRD LLP3+ years Filed as: ALTON & BIRD LLP Service code 29 · EIN 58-0137615 950 F STREET N.W. · WASHINGTON, DC 20004 | Legal | $102,408 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 333 W 34TH STREET · NEW YORK, NY 10001 | Actuarial | $94,312 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432390 642 NEWTOWN YARDLEY RD · NEWTOWN, PA 18940 | Investment Management | $90,000 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS LLC Service code 51 · EIN 46-1184506 323 WASHINGTON AVE N 360 · MINNEAPOLIS, MN 55401 | Investment Mgmt Fees | $85,159 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 51 · EIN 68-0370668 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $67,131 |
Service code 51 · EIN 80-0292839 231 S LASALLE ST, STE 400 · CHICAGO, IL 60604 | Investment Mgmt Fees | $66,448 |
DOVER VIII ASSOCIATES, L.P3+ years Service code 28 · EIN 30-0692313 ONE FINANCIAL CTR 44TH FL · BOSTON, MA 02111 | Investment Management | $61,118 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Securities Custodian | $49,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.67% | 12.92%-3.2pp | 10.36%-0.7pp | 17.84%-8.2pp |
| Employer contribution / active EE | $4,408 | $14,070-68.7% | $37,738-88.3% | $14,688-70.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |