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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $242,219 |
SUNTRUST BANKS, INC.10+ years Filed as: SCOTT BUSH Service code 30 501 THIRD ST, NW - 6TH FL · WASHINGTON, DC 20001 | Employee (plan); Direct payment from ... | $113,691 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK NA Service code 28 · EIN 13-4994650 | Investment Management | $87,427 |
BARATZ & ASSOCIATES, P.A.10+ years Service code 10 · EIN 22-2212404 | Accounting | $86,238 |
AMBER N. MYERS9 years Service code 30 501 THIRD ST, NW - 6TH FL · WASHINGTON, DC 20001 | Direct payment from the plan; Employe... | $83,482 |
BARR & CAMENS10+ years Service code 29 · EIN 52-2065589 | Legal | $78,371 |
ALAN BILLER & ASSOCIATES10+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $60,000 |
CHANEL HOLLAND2 years Service code 30 501 3RD ST, NW 6TH FLOOR · WASHINGTON, DC 20001 | Employee (plan); Direct payment from ... | $59,410 |
BYRNE SOFTWARE1 year Filed as: BYRNE SOFTWARE TECHNOLOGIES INC Service code 49 · EIN 43-1853340 | Other Services | $53,475 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 20 · EIN 52-2037618 | Trustee (bank, trust company, or simi... | $38,230 |
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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 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 7.61% | 8.76%-1.1pp | 6.89%+0.7pp | 8.76%-1.1pp |
| Employer contribution / active EE | $1,698 | $16,650-89.8% | $43,785-96.1% | $16,650-89.8% |
| Participant deferral / active EE | $0 | $948-100.0% | $44-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |