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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH Service code 13 · EIN 25-1139840 | Contract Administrator | $99,951 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $75,000 |
Filed as: US REAL ESTATE INVESTMENT FD Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $66,851 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST Service code 51 · EIN 52-2037618 | Investment Mgmt Fees | $58,380 |
SMITH GRAHAM6+ years Filed as: SMITH, GRAHAM & CO Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $39,863 |
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: WESTFIELD CAPITAL MGMT Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $35,305 |
THE MCKEOGH COMPANY6+ years Service code 11 · EIN 23-3003375 | Actuarial | $34,835 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $19,414 |
O'DONOGHUE & O'DONOGHUE6+ years Service code 29 · EIN 53-0120528 | Legal | $18,387 |
LSV ASSET MANAGEMENT6+ years Filed as: LSV ASSET MGMT Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $17,286 |
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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 | $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 | 7.13% | 6.95%+0.2pp | 8.01%-0.9pp | 627.08%-620.0pp |
| Employer contribution / active EE | $13,444 | $11,635+15.6% | $29,475-54.4% | $18,824-28.6% |
| 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% |