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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL7+ years Service code 28 · EIN 41-1788385 | Investment Management | $85,795 |
BENESYS, INC.2 years Filed as: BENSYS, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $79,214 |
WITHUMSMITH+BROWN, PC7+ years Filed as: BROWN ADVISORY Service code 28 · EIN 52-2112409 | Investment Management | $69,939 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 | Securities Custodian | $67,314 |
BOLTON PARTNERS, INC.7+ years Service code 11 · EIN 52-1231144 | Actuarial | $45,586 |
Service code 13 · EIN 58-2432390 | Contract Administrator | $42,500 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 20-1641876 | Investment Management | $41,645 |
LOOMIS SAYLES5 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $37,384 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY Service code 29 · EIN 52-1958229 | Legal | $37,169 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $20,118 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -7.91% | -6.78%-1.1pp | -5.84%-2.1pp | 39.77%-47.7pp |
| Employer contribution / active EE | $10,140 | $13,335-24.0% | $31,839-68.2% | $19,959-49.2% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |