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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-6657596 | Investment Management | $254,920 |
Filed as: WELFARE PENSION AND ADMIN SERVICES Service code 10 · EIN 91-1336171 | Accounting | $172,805 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $135,385 |
FRANKLIN TEMPLETON4+ years Service code 28 · EIN 59-6945808 | Investment Management | $114,216 |
SEI INVESTMENTS4+ years Filed as: SEI TRUST Service code 28 · EIN 06-1271230 | Investment Management | $100,775 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $84,401 |
ASB CAPITAL MANAGEMENT3 years Service code 28 7501 W WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $41,178 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $34,253 |
RVK, INC.4+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $27,500 |
VERUS1 year Service code 28 · EIN 91-1320111 | Investment Management | $25,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -5.02% | 4.25%-9.3pp | -752.26%+747.2pp | 0.19%-5.2pp |
| Employer contribution / active EE | $18,254 | $11,906+53.3% | $31,802-42.6% | $13,763+32.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |