| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC6+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $2,937,495 |
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $237,693 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $138,500 |
CHEIRON6+ years Filed as: CHEIRON, INC Service code 50 · EIN 13-4215617 | Direct Payment | $121,982 |
GROOM LAW GROUP1 year Service code 29 1701 PENNSYLVANIA AVE N.W. · WASHINGTON, DC 20006 | Legal | $110,358 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200W · BETHESDA, MD 20814 | Accounting | $72,962 |
SEGALL BRYANT & HAMILL6+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $61,831 |
PNC BANK, N.A.6+ years Filed as: PNC Service code 62 · EIN 22-1146430 | Float revenue; Soft dollars commissions | $16,924 |
THE SEGAL COMPANY6+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 | Insurance Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 115.10% | 17.85%+97.2pp | 9.52%+105.6pp | 13.80%+101.3pp |
| Employer contribution / active EE | $2,586 | $5,706-54.7% | $41,951-93.8% | $10,386-75.1% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |