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| Provider | Service type | Compensation |
|---|---|---|
ROTHCHILD INVESTMENT MANAGERS2+ years Service code 28 · EIN 13-2544634 | Investment Management | $232,301 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $108,436 |
SEGALL BRYANT & HAMILL2+ years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $73,271 |
CARDAY ASSOCIATES2+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $69,336 |
BOLTON PARTNERS, INC.2+ years Service code 11 · EIN 52-1231144 | Actuarial | $43,170 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 28 901 SOUTH BOND STREET, SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $39,837 |
MCCHESNEY & DALE2+ years Service code 29 · EIN 52-1023071 | Legal | $28,231 |
US BANK1 year Service code 19 · EIN 31-0841368 | Securities Custodian | $13,612 |
WEYRICH, CRONIN & SORRA, LLC2+ years Filed as: WEYRICH, CRONIN & SORRA, CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $13,569 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 10.25% | 11.09%-0.8pp | 8.32%+1.9pp | 13.95%-3.7pp |
| Employer contribution / active EE | $10,104 | $10,980-8.0% | $30,793-67.2% | $16,598-39.1% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |