| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC8+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $3,283,922 |
THE SEGAL COMPANY8+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $438,980 |
CHEIRON8+ years Filed as: CHEIRON, INC Service code 50 · EIN 13-4215617 | Direct Payment | $231,097 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN & HART Service code 50 · EIN 52-1708613 | Direct Payment | $163,690 |
PNC BANK, N.A.8+ years Filed as: PNC Service code 62 · EIN 22-1146430 | Soft dollars commissions; Float revenue | $159,654 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $139,995 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200W · BETHESDA, MD 20814 | Accounting | $94,768 |
GROOM LAW GROUP3 years Service code 29 1701 PENNSYLVANIA AVE N.W. · WASHINGTON, DC 20006 | Legal | $57,046 |
SEGALL BRYANT & HAMILL8+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $9,174 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $827,797-100.0% | $788,447-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 45.1%-45.1pp | 21.4%-21.4pp | 44.4%-44.4pp |
| Annual return | 1361.34% | -4.32%+1365.7pp | -3.21%+1364.6pp | -14.65%+1376.0pp |
| Employer contribution / active EE | $0 | $53,412-100.0% | $46,051-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,582-100.0% |