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| Provider | Service type | Compensation |
|---|---|---|
ROTHCHILD INVESTMENT MANAGERS1+ years Service code 28 · EIN 13-2544634 | Investment Management | $234,356 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $102,192 |
SEGALL BRYANT & HAMILL1+ years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $74,069 |
CARDAY ASSOCIATES1+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $73,725 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY Service code 28 901 SOUTH BOND STREET, SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $41,948 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
BOLTON PARTNERS, INC.1+ years Service code 11 · EIN 52-1231144 | Actuarial | $39,551 |
MCCHESNEY & DALE1+ years Service code 29 · EIN 52-1023071 | Legal | $36,677 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 | Investment Management | $30,434 |
WEYRICH, CRONIN & SORRA, LLC1+ years Filed as: WEYRICH, CRONIN & SORRA, CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $10,214 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 1.19% | 2.79%-1.6pp | 4.16%-3.0pp | 11.88%-10.7pp |
| Employer contribution / active EE | $10,214 | $10,530-3.0% | $29,966-65.9% | $14,612-30.1% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |