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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD ASSOCIATES4+ years Service code 28 · EIN 52-1670976 | Investment Management | $234,811 |
SEGALL BRYANT & HAMILL4+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $73,062 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 59 · EIN 52-2037618 | Shareholder Servicing | $60,668 |
ASSOCIATED ADMINISTRATORS, LLC4+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 | Contract Administrator | $49,916 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $43,577 |
STANDARD VALUATIONS4+ years Service code 27 · EIN 41-1327339 | Advisory (Plan) | $35,500 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $30,879 |
THE SAVITZ ORGANIZATION4+ years Filed as: SAVITZ ORGANIZATION Service code 11 · EIN 23-1700844 | Actuarial | $30,597 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS INC Service code 28 · EIN 36-4776242 | Investment Management | $27,808 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $20,000 |
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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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -0.61% | -1.84%+1.2pp | -0.67%+0.1pp | 0.19%-0.8pp |
| Employer contribution / active EE | $19,672 | $15,717+25.2% | $31,731-38.0% | $13,763+42.9% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |