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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP1+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $256,014 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $120,050 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL INVESTMENT Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $117,591 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120528 | Legal | $48,808 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INV PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $38,874 |
COLUMBIA PARTNERS1+ years Service code 51 · EIN 52-1940739 | Investment Mgmt Fees | $35,484 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 36-3555078 | Advisory (Plan) | $27,500 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 | Securities Custodian | $23,452 |
SALTER & COMPANY, LLC1+ years Service code 10 · EIN 20-8078757 | Accounting | $18,468 |
MID-ATLANTIC REG COUN CARP1+ years Service code 15 · EIN 52-2336150 | Recordkeeping | $7,053 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,461 | $48,096-84.5% | $75,784-90.2% | $67,505-88.9% |
| Participation rate | 100.0% | 86.8%+13.2pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 2.82% | 0.30%+2.5pp | 9.68%-6.9pp | 6.52%-3.7pp |
| Employer contribution / active EE | $595 | $2,549-76.6% | $3,323-82.1% | $2,173-72.6% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,652-100.0% | $3,597-100.0% |
| Admin fee / account holder | $60 | $82-27.5% | $5,300-98.9% | $56+6.0% |