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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP1+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $591,795 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $373,717 |
LSV ASSET MANAGEMENT1+ years Service code 51 · EIN 06-0493340 | Investment Mgmt Fees | $221,350 |
THE SEGAL COMPANY1+ years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $145,055 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL Service code 51 · EIN 22-2796848 | Investment Mgmt Fees | $101,666 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $82,391 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 52-0120528 | Legal | $77,505 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $53,093 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $47,863 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 2.79% | 1.36%+1.4pp | -1.61%+4.4pp | 1.67%+1.1pp |
| Employer contribution / active EE | $4,511 | $10,832-58.4% | $30,840-85.4% | $10,506-57.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |