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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST Service code 51 · EIN 52-2037618 | Investment Mgmt Fees | $194,097 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $93,750 |
GEMGROUP1+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $91,846 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $89,723 |
SMITH GRAHAM1+ years Filed as: SMITH, GRAHAM & CO Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $83,798 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL Service code 51 · EIN 22-2796848 | Investment Mgmt Fees | $45,542 |
WELLINGTON TRUST COMPANY1+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $37,735 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120528 | Legal | $35,345 |
LSV ASSET MANAGEMENT1+ years Filed as: LSV ASSET MGMT Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $33,730 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MGMT Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $33,016 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 3.29% | 0.68%+2.6pp | -1.61%+4.9pp | -0.60%+3.9pp |
| Employer contribution / active EE | $11,329 | $10,568+7.2% | $30,840-63.3% | $12,272-7.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |