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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD ASSOCIATES1+ years Service code 28 · EIN 52-1670976 | Investment Management | $192,091 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $54,706 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 59 · EIN 52-2037618 | Shareholder Servicing | $50,841 |
ASSOCIATED ADMINISTRATORS, LLC1+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 | Contract Administrator | $39,600 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1327339 | Advisory (Plan) | $35,500 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $25,508 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS INC Service code 28 · EIN 36-4776242 | Investment Management | $25,048 |
THE SAVITZ ORGANIZATION1+ years Filed as: SAVITZ ORGANIZATION Service code 11 · EIN 23-1700844 | Actuarial | $23,326 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $20,000 |
SALTER & COMPANY, LLC1+ years Filed as: SALTER & COMPANY LLC Service code 10 · EIN 20-8078757 | Accounting | $11,837 |
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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% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | 1.82% | -0.74%+2.6pp | -1.08%+2.9pp | -0.60%+2.4pp |
| Employer contribution / active EE | $16,216 | $12,555+29.2% | $35,779-54.7% | $12,272+32.1% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |