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 |
|---|---|---|
Filed as: JOINT BOARD OF TRUSTEES OF IW L568 Service code 15 · EIN 52-6112461 119 SOUTH CENTRE ST · CUMBERLAND, MD 21502 | Recordkeeping | $114,114 |
TURNBULL, HOOVER, & KAHL, P.A.4+ years Filed as: TURNBULL, HOOVER & KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $33,065 |
STANDARD VALUATIONS4+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $30,700 |
BOLTON PARTNERS, INC.4+ years Service code 11 · EIN 52-1231144 36 S. CHARLES ST STE 1000 · BALTIMORE, MD 21201 | Actuarial | $28,029 |
BATOFF ASSOCIATES, P.A.4+ years Service code 29 · EIN 52-1667847 36 S. CHARLES ST STE 1510 · BALTIMORE, MD 21201 | Legal | $25,273 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Investment Management | $25,111 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $23,420 |
MANNING & NAPIER2 years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $21,969 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 540 W. MADISON ST. · CHICAGO, IL 60661 | Investment Management | $12,434 |
GREAT LAKES ADVISORS, LLC2 years Service code 28 · EIN 80-0292839 231 S. LASALLE ST, 4TH FL · CHICAGO, IL 60604 | Investment Management | $10,153 |
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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -3.63% | 1.05%-4.7pp | -752.26%+748.6pp | -0.69%-2.9pp |
| Employer contribution / active EE | $15,781 | $11,363+38.9% | $31,802-50.4% | $16,786-6.0% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |