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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 | $91,172 |
BATOFF ASSOCIATES, P.A.2+ years Service code 29 · EIN 52-1667847 36 S. CHARLES ST STE 1510 · BALTIMORE, MD 21201 | Legal | $43,930 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $39,780 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $36,080 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $35,552 |
BOLTON PARTNERS, INC.2+ years Service code 11 · EIN 52-1231144 36 S. CHARLES ST STE 1000 · BALTIMORE, MD 21201 | Actuarial | $34,138 |
TURNBULL, HOOVER, & KAHL, P.A.2+ years Filed as: TURNBULL, HOOVER & KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $32,785 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $29,175 |
FRANK M. VACCARO & ASSOCIATES2+ years Filed as: FRANK M. VACCARO & ASSOCIATES, INC. Service code 15 · EIN 23-2148108 27 ROLAND AVE, STE 200 · MT. LAUREL, NJ 08054 | Recordkeeping | $22,000 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE & CO, INC. Service code 28 · EIN 25-1900687 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $16,996 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 4.47% | 2.79%+1.7pp | 4.16%+0.3pp | 11.88%-7.4pp |
| Employer contribution / active EE | $14,918 | $10,530+41.7% | $29,966-50.2% | $14,612+2.1% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |