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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-6657596 | Investment Management | $211,289 |
Filed as: WELFARE PENSION AND ADMIN SERVICES Service code 10 · EIN 91-1336171 | Accounting | $187,914 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $109,986 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 59-6945808 | Investment Management | $80,394 |
ASB CAPITAL MANAGEMENT1 year Service code 28 7501 W WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $77,685 |
SEI INVESTMENTS2+ years Filed as: SEI TRUST Service code 28 · EIN 06-1271230 | Investment Management | $74,623 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $61,988 |
RVK, INC.2+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $45,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $32,039 |
Service code 29 · EIN 91-0889948 | Legal | $25,767 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.36% | 3.49%+1.9pp | 4.16%+1.2pp | 7.18%-1.8pp |
| Employer contribution / active EE | $15,849 | $11,083+43.0% | $29,966-47.1% | $13,095+21.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |