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| Provider | Service type | Compensation |
|---|---|---|
ANGELA ALVEY5+ years Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $137,512 |
Service code 29 · EIN 52-1958229 | Legal | $119,226 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 101 N. WACKER · CHICAGO, IL 60606 | Actuarial | $115,493 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $115,222 |
LOUIS PLUNG & COMPANY5+ years Filed as: LOUIS ROSE Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $104,456 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART, BOERNER, VAN DEUREN, SC Service code 29 · EIN 39-1126909 1000 NORTH WATER STREET · MILWAUKEE, WI 53201 | Legal | $89,633 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD., SUITE 800 · GLENDALE, CA 91203 | Investment Management | $84,736 |
BENESYS, INC.4 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 · EIN 23-2182079 | Other Services | $58,527 |
ANNETTE PARKER4 years Filed as: ANNETTE SOUSSANIN Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $58,054 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Accounting | $55,917 |
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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 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 2.66% | 15.98%-13.3pp | 10.03%-7.4pp | 11.45%-8.8pp |
| Employer contribution / active EE | $2,219 | $21,248-89.6% | $38,789-94.3% | $17,219-87.1% |
| Participant deferral / active EE | $0 | $283-100.0% | $74-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |