Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JOINT BOARD OF TRUSTEES FOR IW L56810+ years Filed as: JOINT BOARD OF TRUSTEES OF IW L568 Service code 15 · EIN 52-6112461 119 SOUTH CENTRE ST · CUMBERLAND, MD 21502 | Recordkeeping | $121,884 |
BOLTON PARTNERS, INC.10+ years Service code 11 · EIN 52-1231144 1 W PENNSYLVANIA AVE. · TOWSON, MD 21204 | Actuarial | $59,063 |
BATOFF ASSOCIATES, P.A.10+ years Service code 29 · EIN 52-1667847 909 SAINT PAUL ST. · BALTIMORE, MD 21202 | Legal | $46,976 |
TURNBULL, HOOVER, & KAHL, P.A.10+ years Filed as: TURNBULL, HOOVER & KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $41,905 |
STANDARD VALUATIONS10+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $35,675 |
MANNING & NAPIER8 years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $20,862 |
Service code 15 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping | $19,401 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $7,532 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Investment Management | $5,553 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 7.36% | 11.01%-3.7pp | 8.10%-0.7pp | 7.65%-0.3pp |
| Employer contribution / active EE | $18,556 | $13,413+38.3% | $28,649-35.2% | $20,582-9.8% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |