| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC7+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $3,183,688 |
THE SEGAL COMPANY7+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $432,101 |
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN & HART Service code 50 · EIN 52-1708613 | Direct Payment | $341,907 |
CHEIRON7+ years Filed as: CHEIRON, INC Service code 50 · EIN 13-4215617 | Direct Payment | $192,492 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $138,500 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200W · BETHESDA, MD 20814 | Accounting | $137,805 |
GROOM LAW GROUP2 years Service code 29 1701 PENNSYLVANIA AVE N.W. · WASHINGTON, DC 20006 | Legal | $133,099 |
PNC BANK, N.A.7+ years Filed as: PNC Service code 62 · EIN 22-1146430 | Soft dollars commissions; Float revenue | $28,137 |
SEGALL BRYANT & HAMILL7+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $7,893 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $319,986-100.0% | $454,052-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 35.8%-35.8pp | 18.4%-18.4pp | 37.6%-37.6pp |
| Annual return | 38.56% | 7.47%+31.1pp | 8.95%+29.6pp | 9.30%+29.3pp |
| Employer contribution / active EE | $0 | $54,901-100.0% | $46,559-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $24,500-100.0% | $19,831-100.0% | $12,596-100.0% |