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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD ASSOCIATES8+ years Service code 28 · EIN 52-1670976 | Investment Management | $271,040 |
SEGALL BRYANT & HAMILL8+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $93,177 |
ASSOCIATED ADMINISTRATORS, LLC8+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 | Contract Administrator | $69,705 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 59 · EIN 52-2037618 | Shareholder Servicing | $64,673 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $48,985 |
STANDARD VALUATIONS8+ years Service code 27 · EIN 41-1327339 | Advisory (Plan) | $40,700 |
CHEIRON3 years Service code 11 8300 GREENSBORO DR SUITE 800 · TYSONS, VA 22102 | Actuarial | $38,896 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS INC Service code 28 · EIN 36-4776242 | Investment Management | $31,298 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $22,170 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $16,849 |
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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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -11.06% | -13.10%+2.0pp | 0.46%-11.5pp | 2.77%-13.8pp |
| Employer contribution / active EE | $25,194 | $16,278+54.8% | $35,480-29.0% | $15,262+65.1% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |