Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 | Securities Custodian | $89,673 |
BENESYS, INC.1 year Service code 13 · EIN 53-0257019 | Contract Administrator | $65,055 |
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN ADVISORY Service code 28 901 SOUTH BOND STREET, SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $61,157 |
BOLTON PARTNERS, INC.5+ years Service code 11 · EIN 52-1231144 | Actuarial | $52,787 |
SEGALL BRYANT & HAMILL5+ years Service code 28 · EIN 41-1788385 | Investment Management | $47,734 |
Service code 13 · EIN 58-2432390 | Contract Administrator | $41,875 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 20-1641876 | Investment Management | $35,066 |
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHSCHILD & CO ASSET MANAGEMENT Service code 28 · EIN 13-2544634 | Investment Management | $33,967 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $31,122 |
WEYRICH, CRONIN & SORRA, LLC3 years Service code 10 · EIN 81-4643077 | Accounting | $20,373 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 2.67% | 6.41%-3.7pp | 8.01%-5.3pp | 11.45%-8.8pp |
| Employer contribution / active EE | $9,880 | $11,592-14.8% | $29,475-66.5% | $17,219-42.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |