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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 | $137,825 |
BOLTON PARTNERS, INC.9+ years Service code 11 · EIN 52-1231144 1 W PENNSYLVANIA AVE. · TOWSON, MD 21204 | Actuarial | $102,924 |
TURNBULL, HOOVER, & KAHL, P.A.9+ years Filed as: TURNBULL, HOOVER & KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $41,085 |
STANDARD VALUATIONS9+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $34,775 |
BATOFF ASSOCIATES, P.A.9+ years Service code 29 · EIN 52-1667847 909 SAINT PAUL ST. · BALTIMORE, MD 21202 | Legal | $31,874 |
Service code 19 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $20,436 |
MANNING & NAPIER7 years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $17,941 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE. · BETHESDA, MD 20814 | Investment Management | $9,799 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Investment Management | $6,992 |
SEGALL BRYANT & HAMILL7 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 540 W. MADISON ST. · CHICAGO, IL 60661 | Investment Management | $5,308 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 8.16% | 146.80%-138.6pp | 20.18%-12.0pp | 22.81%-14.7pp |
| Employer contribution / active EE | $21,029 | $13,016+61.6% | $29,108-27.8% | $18,290+15.0% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |