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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES3+ years Filed as: CARDAY ASSOCIATES, INC. Service code 14 · EIN 53-0257019 | Plan Administrator | $103,686 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $52,335 |
Service code 29 · EIN 52-1958229 | Legal | $49,893 |
DAHAB ASSOCIATES3+ years Filed as: DAHAB ASSOCIATES, INC. Service code 17 · EIN 11-2783874 | Pension Consulting | $42,694 |
BOLTON PARTNERS, INC.3+ years Service code 11 · EIN 52-1231144 | Actuarial | $41,556 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT Service code 28 · EIN 04-2933956 | Investment Management | $34,620 |
Filed as: WEYRICH CRONIN & SORRA LLC Service code 10 · EIN 81-4643077 1301 YORK ROAD · LUTHERVILLE, MD 21093 | Accounting | $16,501 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $14,471 |
PNC BANK, N.A.3+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 | Securities Custodian | $10,300 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 72 ONE FINANCIAL PARKWAY · KALAMAZOO, MI 49009 | Other investment fees and expenses | $7,092 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 5.95% | 2.02%+3.9pp | -752.26%+758.2pp | 33.37%-27.4pp |
| Employer contribution / active EE | $5,438 | $12,422-56.2% | $31,802-82.9% | $11,253-51.7% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |