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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES2+ years Filed as: CARDAY ASSOCIATES, INC. Service code 14 · EIN 53-0257019 | Plan Administrator | $103,111 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $50,620 |
BOLTON PARTNERS, INC.2+ years Service code 11 · EIN 52-1231144 | Actuarial | $46,809 |
Service code 29 · EIN 52-1958229 | Legal | $31,183 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT Service code 28 · EIN 04-2933956 | Investment Management | $30,123 |
DAHAB ASSOCIATES2+ years Filed as: DAHAB ASSOCIATES, INC. Service code 17 · EIN 11-2783874 | Pension Consulting | $29,048 |
Filed as: DANIEL A. WINTERS & COMPANY, CPA'S Service code 10 · EIN 23-2586736 | Accounting | $15,360 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $11,100 |
PNC BANK, N.A.2+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 | Securities Custodian | $7,145 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.73% | 11.78%-0.1pp | 8.32%+3.4pp | 23.90%-12.2pp |
| Employer contribution / active EE | $5,983 | $11,309-47.1% | $30,793-80.6% | $16,539-63.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |