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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD ASSOCIATES10+ years Service code 28 · EIN 52-1670976 | Investment Management | $212,413 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $86,179 |
CHEIRON5 years Service code 11 8300 GREENSBORO DR SUITE 800 · TYSONS, VA 22102 | Actuarial | $59,618 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-3549299 | Investment Management | $56,896 |
ASSOCIATED ADMINISTRATORS, LLC10+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 | Contract Administrator | $54,648 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $48,699 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1327339 | Advisory (Plan) | $42,100 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS INC Service code 28 · EIN 36-4776242 | Investment Management | $41,529 |
ASB CAPITAL MANAGEMENT9 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $33,200 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 20-8078757 | Accounting | $21,791 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 14.56% | 9.21%+5.4pp | 8.34%+6.2pp | 8.76%+5.8pp |
| Employer contribution / active EE | $0 | $15,607-100.0% | $30,790-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |