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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOINT BOARD OF TRUSTEES OF IW L568 Service code 50 · EIN 52-6112461 119 SOUTH CENTRE ST · CUMBERLAND, MD 21502 | Direct Payment | $110,593 |
BOLTON PARTNERS, INC.3+ years Service code 50 · EIN 52-1231144 36 S. CHARLES ST STE 1000 · BALTIMORE, MD 21201 | Direct Payment | $38,748 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 68 · EIN 52-2037618 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Soft dollars commissions | $37,327 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 51 · EIN 36-3792197 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Investment Mgmt Fees | $37,082 |
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS, LLC Service code 51 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Mgmt Fees | $33,544 |
TURNBULL, HOOVER, & KAHL, P.A.3+ years Filed as: TURNBULL, HOOVER & KAHL, P.A. Service code 50 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Direct Payment | $32,835 |
STANDARD VALUATIONS3+ years Filed as: STANDARD VALUATION Service code 50 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Direct Payment | $29,925 |
BATOFF ASSOCIATES, P.A.3+ years Service code 50 · EIN 52-1667847 36 S. CHARLES ST STE 1510 · BALTIMORE, MD 21201 | Direct Payment | $28,291 |
FRANK M. VACCARO & ASSOCIATES3+ years Filed as: FRANK M. VACCARO & ASSOCIATES, INC. Service code 50 · EIN 23-2148108 27 ROLAND AVE, STE 200 · MT. LAUREL, NJ 08054 | Direct Payment | $22,002 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 51 · EIN 41-1788385 540 W. MADISON ST. · CHICAGO, IL 60661 | Investment Mgmt Fees | $14,761 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 14.08% | 11.09%+3.0pp | 8.32%+5.8pp | 13.95%+0.1pp |
| Employer contribution / active EE | $16,030 | $10,980+46.0% | $30,793-47.9% | $16,598-3.4% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |