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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES4 years Service code 13 · EIN 53-0257019 | Contract Administrator | $117,117 |
RIDGEWORTH4 years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 · EIN 95-4191764 | Investment Management | $111,310 |
Service code 28 · EIN 13-3257590 | Investment Management | $57,225 |
JPMORGAN INVEST HOLDINGS LLC9 years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $54,103 |
DAHAB ASSOCIATES10+ years Filed as: DAHAB ASSOCIATES, INC. Service code 17 · EIN 11-2783874 | Pension Consulting | $48,998 |
BOLTON PARTNERS, INC.10+ years Service code 11 · EIN 52-1231144 | Actuarial | $45,752 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 28 · EIN 04-2933956 | Investment Management | $30,532 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY, &WE Service code 29 · EIN 52-1958229 | Legal | $28,868 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $19,002 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $5,101 |
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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 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 13.69% | 8.65%+5.0pp | 9.03%+4.7pp | 10.20%+3.5pp |
| Employer contribution / active EE | $13,958 | $14,388-3.0% | $26,284-46.9% | $15,145-7.8% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |