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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD ASSOCIATES5+ years Service code 28 · EIN 52-1670976 | Investment Management | $264,845 |
SEGALL BRYANT & HAMILL5+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $73,326 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 59 · EIN 52-2037618 | Shareholder Servicing | $63,229 |
ASSOCIATED ADMINISTRATORS, LLC5+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 | Contract Administrator | $61,360 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $46,088 |
STANDARD VALUATIONS5+ years Service code 27 · EIN 41-1327339 | Advisory (Plan) | $36,700 |
THE SAVITZ ORGANIZATION5+ years Filed as: SAVITZ ORGANIZATION Service code 11 · EIN 23-1700844 | Actuarial | $34,665 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $30,707 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS INC Service code 28 · EIN 36-4776242 | Investment Management | $29,573 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 23.40% | 15.47%+7.9pp | 12.93%+10.5pp | 53.27%-29.9pp |
| Employer contribution / active EE | $23,256 | $15,545+49.6% | $35,210-34.0% | $14,774+57.4% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |