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| Provider | Service type | Compensation |
|---|---|---|
ANGELA ALVEY10+ years Service code 30 3060 WILLIAMS DRIVE, STE 401 · FAIRFAX, VA 22031 | Other fees; Employee (plan) | $168,830 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY, INC Service code 16 · EIN 13-1975125 | Consulting | $147,768 |
LOUIS PLUNG & COMPANY10+ years Filed as: LOUIS ROSE Service code 30 3060 WILLIAMS DRIVE, STE 401 · FAIRFAX, VA 22031 | Employee (plan) | $125,960 |
MOONEY, GREEN, SAINDON, MURPHY & WE10+ years Service code 29 · EIN 52-1958229 | Legal | $115,180 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART, BOERNER, VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $98,412 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $70,614 |
ANNETTE PARKER9 years Filed as: ANNETTE SOUSSANIN Service code 30 3060 WILLIAMS DRIVE, STE 401 · FAIRFAX, VA 20031 | Employee (plan) | $67,996 |
MAH 340 WILLIAMS LLC3 years Service code 49 · EIN 11-1444987 | Other Services | $52,704 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 15 · EIN 82-4722389 333 SOUTH 7 ST, STE 2400 · MINNEAPOLIS, MN 55402 | Recordkeeping | $45,770 |
DOYLE PRINTING3 years Filed as: DOYLE PRINTING AND OFFSET CO, INC. Service code 36 · EIN 53-0191325 | Copying and duplicating | $45,108 |
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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 | $565,144-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 3.72% | 10.52%-6.8pp | 4.31%-0.6pp | 10.52%-6.8pp |
| Employer contribution / active EE | $4,862 | $15,140-67.9% | $22,934-78.8% | $15,140-67.9% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $4,849-100.0% | - |