| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2895544 | Investment Management | $758,147 |
BENESYS, INC.5 years Service code 12 7130 COLUMBIA GATEWAY DR A · COLUMBIA, MD 21046 | Plan Administrator; Contract Administ... | $700,404 |
ATLANTA CAPITAL MANAGEMENT8 years Service code 28 · EIN 58-2236910 | Investment Management | $624,490 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE TUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $610,557 |
POST ADVISORY GROUP1 year Filed as: POST ADVISORY GROUP LLC Service code 28 · EIN 95-4818300 | Investment Management | $552,862 |
COMERICA BANK3 years Service code 28 · EIN 46-6933818 | Investment Management | $537,015 |
RBC GLOBAL ASSET MANAGEMENT8 years Filed as: RBC GLOBAL ASSET MANAGEMENT - US Service code 28 · EIN 41-1460668 | Investment Management | $497,091 |
Service code 28 · EIN 13-3257590 | Investment Management | $486,540 |
Service code 28 222 S. RIVERSDE PLZ · CHICAGO, IL 60606 | Investment Management | $393,191 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 16 · EIN 58-2432390 | Consulting | $385,087 |
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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 10.52% | 10.13%+0.4pp | 78.62%-68.1pp | 9.11%+1.4pp |
| Employer contribution / active EE | $23,027 | $13,162+75.0% | $31,646-27.2% | $12,231+88.3% |
| Participant deferral / active EE | $1,475 | $1,581-6.7% | $101+1362.1% | $1,272+15.9% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |