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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST Service code 51 · EIN 52-2037618 | Investment Mgmt Fees | $183,670 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $113,110 |
GEMGROUP2+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $102,112 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $75,000 |
SMITH GRAHAM2+ years Filed as: SMITH, GRAHAM & CO Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $55,780 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 | Legal | $42,638 |
PENN CAPITAL MANAGEMENT2+ years Filed as: PENN CAPITAL Service code 51 · EIN 22-2796848 | Investment Mgmt Fees | $36,722 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MGMT Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $29,759 |
WELLINGTON TRUST COMPANY2+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $27,464 |
LSV ASSET MANAGEMENT2+ years Filed as: LSV ASSET MGMT Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $25,939 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.10% | 3.49%+3.6pp | 4.16%+2.9pp | 7.18%-0.1pp |
| Employer contribution / active EE | $10,243 | $11,083-7.6% | $29,966-65.8% | $13,095-21.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |