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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $89,432 |
SEGALL BRYANT & HAMILL3+ years Service code 28 · EIN 41-1788385 | Investment Management | $76,059 |
CARDAY ASSOCIATES3+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $68,630 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY Service code 28 901 SOUTH BOND STREET, SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $49,486 |
BOLTON PARTNERS, INC.3+ years Service code 11 · EIN 52-1231144 | Actuarial | $40,865 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $29,280 |
MCCHESNEY & DALE1 year Filed as: MCCHESNEY & DALE, P.C. Service code 29 · EIN 52-1023071 | Legal | $13,230 |
Service code 10 · EIN 81-4643077 | Accounting | $9,371 |
Service code 23 15200 OMEGA DR. · ROCKVILLE, MD 20850 | Insurance services | $8,182 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 8.55% | 1.05%+7.5pp | -752.26%+760.8pp | -0.69%+9.2pp |
| Employer contribution / active EE | $11,126 | $11,363-2.1% | $31,802-65.0% | $16,786-33.7% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |