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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL4+ years Service code 28 · EIN 41-1788385 | Investment Management | $96,422 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $90,767 |
CARDAY ASSOCIATES4+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $69,148 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN ADVISORY Service code 28 901 SOUTH BOND STREET, SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $56,941 |
Filed as: ROTHSCHILD & CO ASSET MANAGEMENT Service code 28 · EIN 13-2544634 | Investment Management | $44,664 |
BOLTON PARTNERS, INC.4+ years Service code 11 · EIN 52-1231144 | Actuarial | $40,509 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $30,062 |
WEYRICH, CRONIN & SORRA, LLC2 years Service code 10 · EIN 81-4643077 | Accounting | $17,626 |
US BANK3 years Service code 19 · EIN 31-0841368 | Securities Custodian | $9,144 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 6.73% | 11.52%-4.8pp | 10.56%-3.8pp | 16.32%-9.6pp |
| Employer contribution / active EE | $11,204 | $11,821-5.2% | $30,197-62.9% | $17,007-34.1% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |