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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOINT BOARD OF TRUSTEES OF IW L568 Service code 15 · EIN 52-6112461 119 SOUTH CENTRE ST · CUMBERLAND, MD 21502 | Recordkeeping | $85,216 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $46,027 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $44,122 |
BOLTON PARTNERS, INC.1+ years Service code 11 · EIN 52-1231144 100 LIGHT ST., 9TH FLOOR · BALTIMORE, MD 21202 | Actuarial | $43,312 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $32,115 |
TURNBULL, HOOVER, & KAHL, P.A.1+ years Filed as: TURNBULL, HOOVER & KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $31,920 |
BATOFF ASSOCIATES, P.A.1+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST STE 1510 · BALTIMORE, MD 21201 | Legal | $28,828 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $28,375 |
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE & CO, INC. Service code 28 · EIN 25-1900687 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $26,494 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-0854433 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $15,221 |
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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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -0.35% | -1.83%+1.5pp | -1.61%+1.3pp | 2.81%-3.2pp |
| Employer contribution / active EE | $13,663 | $9,208+48.4% | $30,840-55.7% | $16,358-16.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |