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| Provider | Service type | Compensation |
|---|---|---|
ALSTON & BIRD LLP6+ years Filed as: ALSTON & BIRD Service code 29 950 F STREET, NW · WASHINGTON, DC 20004 | Legal | $138,376 |
CARDAY ASSOCIATES6+ years Service code 14 · EIN 53-0257019 7130 COLUMBIA GATEWAY DRIVE · COLUMBIA, MD 21046 | Plan Administrator | $74,760 |
Filed as: CHEVY CHASE TRUST Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $64,611 |
BOLTON PARTNERS, INC.6+ years Service code 11 · EIN 52-1231144 575 S. CHARLES STREET, SUITE 500 · BALTIMORE, MD 21201 | Actuarial | $58,330 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 19 410 SEVERN AVE BLDG B STE 211 · ANNAOPOLIS, MD 21403 | Securities Custodian | $42,101 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 50 · EIN 47-0900880 7501 WISCONSIN AVE, SUITE 1200W · BETHESDA, MD 20814 | Direct Payment | $31,363 |
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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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 10.11% | 6.95%+3.2pp | 8.01%+2.1pp | 627.08%-617.0pp |
| Employer contribution / active EE | $6,482 | $11,635-44.3% | $29,475-78.0% | $18,824-65.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |