| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Service code 12 7130 COLUMBIA GATEWAY DR A · COLUMBIA, MD 21046 | Direct payment from the plan; Claims ... | $762,207 |
POST ADVISORY GROUP5+ years Filed as: MW POST ADVISORY GROUP Service code 28 · EIN 95-4818300 | Investment Management | $663,507 |
ATLANTA CAPITAL MANAGEMENT4 years Service code 28 · EIN 58-2236910 | Investment Management | $651,586 |
ALGER4 years Filed as: FRED ALGER & COMPANY Service code 28 · EIN 13-2510833 | Investment Management | $648,932 |
Service code 28 · EIN 11-3786306 | Investment Management | $614,364 |
Filed as: CHEVY CHASE TUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $447,772 |
PYRFORD INTERNATIONAL LTD5+ years Service code 28 | Investment Management | $417,689 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $396,381 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 | Investment Management | $390,451 |
Service code 28 300 ATLANTIC STREET · STAMFORD, CT 06901 | Investment Management | $313,382 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 16.46% | 21.83%-5.4pp | 12.93%+3.5pp | 21.83%-5.4pp |
| Employer contribution / active EE | $19,308 | $12,237+57.8% | $35,210-45.2% | $12,237+57.8% |
| Participant deferral / active EE | $1,414 | $987+43.2% | $458+209.1% | $987+43.2% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |