| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2895544 | Investment Management | $758,147 |
BENESYS, INC.6 years Service code 13 7130 COLUMBIA GATEWAY DR A · COLUMBIA, MD 21046 | Contract Administrator | $728,202 |
Service code 28 · EIN 13-3257590 | Investment Management | $619,075 |
POST ADVISORY GROUP2 years Filed as: POST ADVISORY GROUP LLC Service code 28 · EIN 95-4818300 | Investment Management | $589,613 |
COLUMBIA2 years Filed as: COLUMBIA ASSET MANAGEMENT Service code 51 · EIN 04-3369476 | Investment Mgmt Fees | $575,817 |
ATLANTA CAPITAL MANAGEMENT9 years Service code 28 · EIN 58-2236910 | Investment Management | $556,637 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $477,605 |
GREAT LAKES ADVISORS, LLC2 years Service code 28 222 S. RIVERSDE PLZ · CHICAGO, IL 60606 | Investment Management | $424,834 |
COMERICA BANK4 years Service code 28 · EIN 46-6933818 | Investment Management | $325,177 |
Service code 29 · EIN 52-1958229 | Legal | $308,927 |
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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 8.57% | 9.32%-0.7pp | 10.53%-2.0pp | 9.30%-0.7pp |
| Employer contribution / active EE | $26,244 | $14,511+80.9% | $26,797-2.1% | $12,551+109.1% |
| Participant deferral / active EE | $1,751 | $1,678+4.4% | $122+1334.0% | $2,867-38.9% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |