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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 | $117,761 |
BOLTON PARTNERS, INC.8+ years Service code 11 · EIN 52-1231144 36 S. CHARLES ST STE 1000 · BALTIMORE, MD 21201 | Actuarial | $49,206 |
TURNBULL, HOOVER, & KAHL, P.A.8+ years Filed as: TURNBULL, HOOVER & KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $39,190 |
STANDARD VALUATIONS8+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $33,900 |
BATOFF ASSOCIATES, P.A.8+ years Service code 29 · EIN 52-1667847 909 SAINT PAUL ST. · BALTIMORE, MD 21202 | Legal | $28,026 |
Service code 19 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $22,087 |
MANNING & NAPIER6 years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $19,759 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $11,198 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Investment Management | $6,925 |
GREAT LAKES ADVISORS, LLC6 years Service code 28 · EIN 80-0292839 231 S. LASALLE ST, 4TH FL · CHICAGO, IL 60604 | Investment Management | $6,589 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -13.51% | -6.78%-6.7pp | -5.85%-7.7pp | 39.77%-53.3pp |
| Employer contribution / active EE | $16,683 | $13,335+25.1% | $31,839-47.6% | $19,959-16.4% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |