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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH Service code 13 · EIN 25-1139840 | Contract Administrator | $94,008 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST Service code 51 · EIN 52-2037618 | Investment Mgmt Fees | $81,120 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $75,000 |
THE MCKEOGH COMPANY4+ years Service code 11 · EIN 23-3003375 | Actuarial | $71,825 |
SMITH GRAHAM4+ years Filed as: SMITH, GRAHAM & CO Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $50,640 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0120528 | Legal | $34,147 |
WELLINGTON TRUST COMPANY4+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $31,785 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MGMT Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $30,464 |
LSV ASSET MANAGEMENT4+ years Filed as: LSV ASSET MGMT Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $29,761 |
PENN CAPITAL MANAGEMENT4+ years Filed as: PENN CAPITAL Service code 51 · EIN 22-2796848 | Investment Mgmt Fees | $18,470 |
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Annual investment return 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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.04% | 4.25%-8.3pp | -752.26%+748.2pp | 0.19%-4.2pp |
| Employer contribution / active EE | $12,683 | $11,906+6.5% | $31,802-60.1% | $13,763-7.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |